+22.8%
CCL vs UAL
+109.3%
-86.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.6% | -1.0% |
| 7D | +3.1% | +8.2% | -5.0% | -2.5% |
| 30D | +13.7% | +2.3% | +11.4% | +11.5% |
| 3M | +3.8% | -12.7% | +16.5% | +14.2% |
| 6M | +9.3% | +12.7% | -3.4% | -1.3% |
| YTD | -1.1% | +0.8% | -1.9% | -3.9% |
| 1Y | +14.6% | +17.8% | -3.2% | -1.5% |
| 3Y | +146.4% | +206.7% | -60.3% | -19.4% |
| All | +22.8% | +109.3% | -86.4% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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