+795.8%
CCL vs SU
+60,758.6%
-59,962.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -1.3% |
| 7D | -0.1% | -1.0% | +0.8% | -0.1% |
| 30D | -20.0% | +13.7% | -33.7% | -20.0% |
| 3M | -13.7% | +8.0% | -21.7% | -13.7% |
| 6M | -9.0% | +21.0% | -30.0% | -9.1% |
| YTD | -22.8% | +56.2% | -79.1% | -22.9% |
| 1Y | -25.3% | +72.2% | -97.5% | -25.4% |
| 3Y | +54.1% | +118.1% | -64.0% | +53.9% |
| 5Y | +3.5% | +350.3% | -346.8% | +3.2% |
| 10Y | -41.0% | +248.5% | -289.5% | -41.2% |
| All | +795.8% | +60,758.6% | -59,962.8% | +796.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling