+807.8%
CCL vs TGT
+6,379.3%
-5,571.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | 0.0% |
| 7D | -5.0% | +0.8% | -5.8% | -5.4% |
| 30D | -20.3% | +12.2% | -32.5% | -24.5% |
| 3M | -15.1% | +33.8% | -48.9% | -25.7% |
| 6M | -15.1% | +39.3% | -54.4% | -27.2% |
| YTD | -21.8% | +72.9% | -94.6% | -39.2% |
| 1Y | -24.8% | +84.6% | -109.3% | -43.2% |
| 3Y | +51.9% | +46.2% | +5.6% | +22.1% |
| 5Y | +4.0% | -21.3% | +25.4% | +8.0% |
| 10Y | -42.2% | +213.5% | -255.8% | -69.2% |
| All | +807.8% | +6,379.3% | -5,571.5% | +27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling