+146.0%
CCL vs URI
+155.7%
-9.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.8% | +0.7% |
| 7D | +5.8% | -6.0% | +11.8% | +8.6% |
| 30D | +17.3% | +4.6% | +12.7% | +14.5% |
| 3M | +11.3% | -2.7% | +14.0% | +12.0% |
| 6M | +18.5% | +18.4% | +0.1% | +7.3% |
| YTD | +2.8% | +37.4% | -34.6% | -17.0% |
| 1Y | +16.7% | +30.4% | -13.6% | -2.7% |
| 3Y | +146.0% | +147.9% | -1.9% | +46.5% |
| All | +146.0% | +155.7% | -9.7% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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