-29.7%
CCL vs SYK
-28.8%
-0.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +0.9% | -0.4% |
| 7D | -4.3% | -12.3% | +8.0% | -0.4% |
| 30D | -19.0% | -22.4% | +3.5% | -12.2% |
| 3M | -13.1% | -12.3% | -0.8% | -10.3% |
| 6M | -13.3% | -24.3% | +11.0% | -4.8% |
| YTD | -25.2% | -22.8% | -2.5% | -18.4% |
| All | -29.7% | -28.8% | -0.9% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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