+145.2%
CCL vs TRMB
+36.0%
+109.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.4% | -2.1% |
| 7D | -1.5% | +4.1% | -5.7% | -3.9% |
| 30D | +16.5% | -5.1% | +21.5% | +16.3% |
| 3M | +11.2% | -2.6% | +13.8% | +8.3% |
| 6M | +22.6% | -2.7% | +25.3% | +18.9% |
| YTD | +2.6% | -27.9% | +30.5% | +24.0% |
| 1Y | +17.0% | -29.0% | +46.0% | +42.7% |
| All | +145.2% | +36.0% | +109.2% | +87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling