+33.9%
CCL vs SPXS
-83.0%
+116.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | +0.5% |
| 7D | -1.2% | -7.5% | +6.3% | -5.8% |
| 30D | +13.1% | +5.3% | +7.8% | +18.7% |
| 3M | +3.4% | +9.7% | -6.3% | +12.2% |
| 6M | +18.7% | -4.6% | +23.3% | +20.2% |
| YTD | -2.3% | -25.8% | +23.5% | -12.6% |
| 1Y | +14.2% | -28.8% | +43.0% | -0.1% |
| 3Y | +133.6% | -80.2% | +213.7% | +9.2% |
| All | +33.9% | -83.0% | +116.9% | -19.0% |
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