+36.1%
CCL vs URI
+214.4%
-178.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.3% | -2.8% |
| 7D | -1.5% | +2.6% | -4.1% | -3.3% |
| 30D | +16.5% | +9.1% | +7.4% | +9.5% |
| 3M | +11.2% | +1.0% | +10.2% | +9.2% |
| 6M | +22.6% | +23.3% | -0.8% | +3.8% |
| YTD | +2.6% | +43.3% | -40.7% | -25.9% |
| 1Y | +17.0% | +35.9% | -19.0% | -12.1% |
| 3Y | +145.5% | +158.6% | -13.1% | +0.2% |
| 5Y | +36.1% | +213.1% | -177.0% | -54.7% |
| All | +36.1% | +214.4% | -178.3% | -54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling