-41.7%
CCL vs TRMB
+113.5%
-155.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.2% | -0.3% |
| 7D | -4.4% | -2.9% | -1.5% | -2.1% |
| 30D | -18.2% | -1.8% | -16.4% | -17.5% |
| 3M | -17.7% | +8.4% | -26.1% | -23.7% |
| 6M | -13.0% | -18.5% | +5.5% | +1.1% |
| YTD | -24.5% | -26.7% | +2.3% | -5.1% |
| 1Y | -26.9% | -28.3% | +1.4% | -7.0% |
| 3Y | +50.8% | +12.6% | +38.2% | +28.8% |
| 5Y | -0.9% | -38.7% | +37.8% | +39.1% |
| 10Y | -41.7% | +120.8% | -162.4% | -65.8% |
| All | -41.7% | +113.5% | -155.2% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling