+49.3%
CCL vs UUUU
+74.5%
-25.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +1.8% |
| 7D | -3.2% | -10.5% | +7.3% | -2.0% |
| 30D | -17.8% | -10.5% | -7.3% | -16.8% |
| 3M | -18.7% | -14.1% | -4.5% | -17.5% |
| 6M | -11.4% | -35.5% | +24.1% | -8.0% |
| YTD | -24.3% | -10.9% | -13.4% | -25.5% |
| 1Y | -28.8% | +3.4% | -32.2% | -32.4% |
| 3Y | +49.3% | +73.1% | -23.8% | +20.7% |
| All | +49.3% | +74.5% | -25.2% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling