+1,042.5%
CCL vs USB
+8,119.9%
-7,077.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.1% | -3.4% | -4.4% |
| 7D | +2.6% | -1.5% | +4.1% | +3.6% |
| 30D | +11.3% | +4.3% | +7.0% | +8.8% |
| 3M | +0.3% | -6.1% | +6.3% | +3.8% |
| 6M | +16.1% | +9.4% | +6.7% | +10.3% |
| YTD | -1.6% | +15.2% | -16.7% | -8.6% |
| 1Y | +11.8% | +32.8% | -21.0% | -4.0% |
| 3Y | +139.6% | +91.3% | +48.3% | +69.8% |
| 5Y | +21.3% | +22.7% | -1.4% | +9.4% |
| 10Y | -29.8% | +97.0% | -126.8% | -45.2% |
| All | +1,042.5% | +8,119.9% | -7,077.4% | +178.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 all: compounded portfolio wealth divided by compounded USB 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…
all analysis · Full analysis span regression · 6 months rolling