+33.9%
CCL vs UUUU
-40.6%
+74.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | -0.1% |
| 7D | -1.2% | -1.1% | -0.1% | -1.1% |
| 30D | +13.1% | -21.0% | +34.1% | +19.0% |
| 3M | +3.4% | -54.8% | +58.2% | +22.7% |
| 6M | +18.7% | -67.3% | +86.1% | +49.9% |
| YTD | -2.3% | -54.7% | +52.4% | +8.3% |
| 1Y | +14.2% | -57.4% | +71.6% | +27.3% |
| 3Y | +133.6% | -19.6% | +153.2% | +87.1% |
| All | +33.9% | -40.6% | +74.5% | +3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling