+56.2%
CCL vs SPXU
-100.0%
+156.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.4% | -3.8% |
| 7D | -0.3% | -9.4% | +9.0% | -5.2% |
| 30D | +10.3% | +7.4% | +2.9% | +16.2% |
| 3M | +6.6% | +6.2% | +0.4% | +12.1% |
| 6M | +20.0% | -7.2% | +27.2% | +19.8% |
| YTD | -1.9% | -26.8% | +24.9% | -10.5% |
| 1Y | +10.4% | -26.3% | +36.7% | +1.7% |
| 3Y | +134.8% | -80.6% | +215.4% | +30.4% |
| 5Y | +34.0% | -83.6% | +117.6% | -5.9% |
| 10Y | -32.5% | -99.5% | +67.0% | -82.1% |
| All | +56.2% | -100.0% | +156.2% | -90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling