+36.1%
CCL vs TD
+104.8%
-68.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.6% |
| 7D | -1.5% | -3.1% | +1.5% | +2.1% |
| 30D | +16.5% | +6.7% | +9.8% | +8.4% |
| 3M | +11.2% | +3.1% | +8.1% | +7.2% |
| 6M | +22.6% | +17.6% | +5.0% | +0.9% |
| YTD | +2.6% | +34.8% | -32.2% | -27.3% |
| 1Y | +17.0% | +55.6% | -38.7% | -29.8% |
| 3Y | +145.5% | +133.1% | +12.4% | -10.7% |
| 5Y | +36.1% | +104.7% | -68.6% | -37.2% |
| All | +36.1% | +104.8% | -68.7% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 5y: compounded portfolio wealth divided by compounded TD 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…
5y analysis · Full analysis span regression · 6 months rolling