-28.8%
CCL vs SU
+67.3%
-96.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.4% | +1.2% |
| 7D | -3.2% | +2.2% | -5.5% | -2.0% |
| 30D | -17.8% | +8.4% | -26.2% | -14.0% |
| 3M | -18.7% | +12.1% | -30.8% | -12.6% |
| 6M | -11.4% | +19.7% | -31.1% | -7.4% |
| YTD | -24.3% | +58.4% | -82.7% | -28.1% |
| 1Y | -28.8% | +67.2% | -96.0% | -33.9% |
| All | -28.8% | +67.3% | -96.1% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling