-24.8%
CCL vs UUUU
+27.9%
-52.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -5.0% | -1.4% | -3.7% | -4.9% |
| 30D | -20.3% | +16.3% | -36.7% | -21.7% |
| 3M | -15.1% | -16.7% | +1.6% | -14.1% |
| 6M | -15.1% | -33.7% | +18.5% | -13.6% |
| YTD | -21.8% | -0.5% | -21.3% | -23.2% |
| 1Y | -24.8% | +28.9% | -53.6% | -27.4% |
| All | -24.8% | +27.9% | -52.7% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling