-0.9%
CCL vs SPXS
-85.7%
+84.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -1.2% |
| 7D | -4.4% | +1.2% | -5.6% | -3.6% |
| 30D | -18.2% | +5.2% | -23.4% | -15.2% |
| 3M | -17.7% | -9.2% | -8.5% | -21.1% |
| 6M | -13.0% | -29.6% | +16.6% | -27.1% |
| YTD | -24.5% | -27.6% | +3.2% | -34.7% |
| 1Y | -26.9% | -36.7% | +9.8% | -41.2% |
| 3Y | +50.8% | -79.8% | +130.6% | -27.7% |
| 5Y | -0.9% | -85.9% | +84.9% | -45.3% |
| All | -0.9% | -85.7% | +84.8% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SPXS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling