+55.4%
CCL vs URI
+113.1%
-57.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.7% |
| 7D | -5.0% | -2.0% | -3.1% | -4.2% |
| 30D | -20.3% | -12.9% | -7.4% | -14.9% |
| 3M | -15.1% | -6.7% | -8.4% | -13.0% |
| 6M | -15.1% | +19.0% | -34.1% | -24.5% |
| YTD | -21.8% | +25.5% | -47.3% | -34.2% |
| 1Y | -24.8% | +5.5% | -30.3% | -29.6% |
| All | +55.4% | +113.1% | -57.7% | -13.0% |
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