+807.8%
CCL vs USB
+8,537.0%
-7,729.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -5.0% | +1.4% | -6.5% | -5.8% |
| 30D | -20.3% | -1.3% | -19.0% | -19.7% |
| 3M | -15.1% | +15.2% | -30.4% | -21.6% |
| 6M | -15.1% | +18.8% | -33.9% | -22.6% |
| YTD | -21.8% | +21.0% | -42.8% | -29.3% |
| 1Y | -24.8% | +34.0% | -58.8% | -35.7% |
| 3Y | +51.9% | +95.3% | -43.5% | +6.3% |
| 5Y | +4.0% | +40.4% | -36.3% | -12.6% |
| 10Y | -42.2% | +107.3% | -149.5% | -56.2% |
| All | +807.8% | +8,537.0% | -7,729.2% | +115.4% |
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