-0.8%
CCL vs TRI
-10.0%
+9.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.7% |
| 7D | -3.2% | -7.9% | +4.6% | -0.9% |
| 30D | -17.8% | -4.5% | -13.3% | -17.0% |
| 3M | -18.7% | +22.1% | -40.8% | -25.2% |
| 6M | -11.4% | -2.8% | -8.6% | -12.0% |
| YTD | -24.3% | -23.4% | -0.9% | -14.9% |
| 1Y | -28.8% | -41.5% | +12.7% | -5.1% |
| 3Y | +49.3% | -19.2% | +68.5% | +45.4% |
| All | -0.8% | -10.0% | +9.2% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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