+1.4%
CCL vs URI
+200.7%
-199.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.9% |
| 7D | -5.0% | -2.0% | -3.1% | -3.9% |
| 30D | -20.3% | -12.9% | -7.4% | -13.0% |
| 3M | -15.1% | -6.7% | -8.4% | -12.5% |
| 6M | -15.1% | +19.0% | -34.1% | -27.7% |
| YTD | -21.8% | +25.5% | -47.3% | -37.8% |
| 1Y | -24.8% | +5.5% | -30.3% | -32.1% |
| 3Y | +51.9% | +111.3% | -59.4% | -26.9% |
| All | +1.4% | +200.7% | -199.3% | -67.5% |
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 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