-29.7%
CCL vs UUUU
+9.0%
-38.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.3% |
| 7D | -4.3% | -5.0% | +0.7% | -3.8% |
| 30D | -19.0% | -7.8% | -11.2% | -18.3% |
| 3M | -13.1% | -0.4% | -12.7% | -13.2% |
| 6M | -13.3% | -32.9% | +19.6% | -11.3% |
| YTD | -25.2% | -6.3% | -19.0% | -26.3% |
| All | -29.7% | +9.0% | -38.6% | -31.8% |
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