-27.2%
CCL vs TGT
+78.5%
-105.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.5% |
| 7D | -4.3% | -5.0% | +0.7% | -2.1% |
| 30D | -19.0% | +3.0% | -22.0% | -20.4% |
| 3M | -13.1% | +22.6% | -35.7% | -21.7% |
| 6M | -13.3% | +31.2% | -44.5% | -25.2% |
| YTD | -25.2% | +63.7% | -88.9% | -43.0% |
| 1Y | -27.2% | +78.5% | -105.7% | -49.1% |
| All | -27.2% | +78.5% | -105.7% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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