+49.0%
CCL vs SPXU
-79.8%
+128.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -1.3% |
| 7D | -4.4% | +1.3% | -5.6% | -3.6% |
| 30D | -18.2% | +5.1% | -23.3% | -15.4% |
| 3M | -17.7% | -9.1% | -8.6% | -21.0% |
| 6M | -13.0% | -29.6% | +16.6% | -26.5% |
| YTD | -24.5% | -27.7% | +3.2% | -34.3% |
| 1Y | -26.9% | -37.0% | +10.0% | -40.6% |
| All | +49.0% | -79.8% | +128.8% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling