+56.1%
CCL vs TRMB
+13.5%
+42.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.8% |
| 7D | -5.0% | -2.5% | -2.5% | -3.4% |
| 30D | -20.3% | +1.5% | -21.9% | -21.5% |
| 3M | -15.1% | +6.8% | -21.9% | -19.4% |
| 6M | -15.1% | -14.9% | -0.2% | -6.0% |
| YTD | -21.8% | -24.1% | +2.3% | -6.6% |
| 1Y | -24.8% | -25.4% | +0.6% | -9.4% |
| All | +56.1% | +13.5% | +42.7% | +39.5% |
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