+1,034.4%
CCL vs TRV
+7,258.3%
-6,224.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.2% | +2.0% | -3.2% | -2.3% |
| 30D | +13.1% | +6.7% | +6.4% | +9.1% |
| 3M | +3.4% | +9.4% | -6.0% | -1.9% |
| 6M | +18.7% | +37.7% | -19.0% | -2.0% |
| YTD | -2.3% | +40.6% | -42.8% | -20.4% |
| 1Y | +14.2% | +42.4% | -28.2% | -7.7% |
| 3Y | +133.6% | +148.1% | -14.5% | +33.8% |
| 5Y | +33.5% | +181.7% | -148.2% | -29.2% |
| 10Y | -32.8% | +352.6% | -385.4% | -70.7% |
| All | +1,034.4% | +7,258.3% | -6,224.0% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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