+807.8%
CCL vs SYY
+4,458.5%
-3,650.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.9% |
| 7D | -5.0% | -2.3% | -2.7% | -3.7% |
| 30D | -20.3% | -4.9% | -15.4% | -17.8% |
| 3M | -15.1% | +8.4% | -23.5% | -19.6% |
| 6M | -15.1% | -7.4% | -7.8% | -12.1% |
| YTD | -21.8% | +11.0% | -32.8% | -28.5% |
| 1Y | -24.8% | -0.2% | -24.6% | -26.4% |
| 3Y | +51.9% | +23.8% | +28.1% | +26.6% |
| 5Y | +4.0% | +18.1% | -14.1% | -7.2% |
| 10Y | -42.2% | +94.6% | -136.8% | -56.6% |
| All | +807.8% | +4,458.5% | -3,650.8% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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