+10.4%
CCL vs TE
-55.7%
+66.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -7.5% | +3.1% | -3.7% |
| 7D | -0.3% | -13.6% | +13.3% | +0.8% |
| 30D | +10.3% | -37.7% | +48.0% | +14.3% |
| 3M | +6.6% | -59.8% | +66.4% | +14.1% |
| 6M | +20.0% | -66.3% | +86.3% | +29.3% |
| YTD | -1.9% | -70.5% | +68.6% | +6.7% |
| 1Y | +10.4% | -48.8% | +59.3% | +27.3% |
| All | +10.4% | -55.7% | +66.2% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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