-43.4%
CCL vs UUUU
+495.2%
-538.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | +0.3% |
| 7D | -4.3% | -5.0% | +0.7% | -3.3% |
| 30D | -19.0% | -7.8% | -11.2% | -17.8% |
| 3M | -13.1% | -0.4% | -12.7% | -13.8% |
| 6M | -13.3% | -32.9% | +19.6% | -7.8% |
| YTD | -25.2% | -6.3% | -19.0% | -28.4% |
| 1Y | -27.2% | +7.9% | -35.1% | -34.8% |
| 3Y | +49.2% | +85.2% | -36.0% | +7.9% |
| 5Y | +0.4% | +97.0% | -96.6% | -32.3% |
| All | -43.4% | +495.2% | -538.5% | -73.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling