+1,038.6%
CCL vs TGT
+6,284.4%
-5,245.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -3.9% |
| 7D | -0.3% | +2.6% | -2.9% | -1.4% |
| 30D | +10.3% | +6.6% | +3.7% | +7.3% |
| 3M | +6.6% | +5.2% | +1.4% | +3.8% |
| 6M | +20.0% | +35.3% | -15.3% | +4.1% |
| YTD | -1.9% | +70.3% | -72.2% | -23.3% |
| 1Y | +10.4% | +81.2% | -70.7% | -16.0% |
| 3Y | +134.8% | +66.9% | +67.9% | +78.1% |
| 5Y | +34.0% | -27.2% | +61.2% | +44.0% |
| 10Y | -32.5% | +206.6% | -239.1% | -63.7% |
| All | +1,038.6% | +6,284.4% | -5,245.8% | +60.7% |
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