-25.6%
CCL vs UUUU
-91.9%
+66.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.4% | -1.4% |
| 7D | -0.1% | +2.8% | -2.9% | -0.4% |
| 30D | -20.0% | +3.4% | -23.4% | -20.3% |
| 3M | -13.7% | -3.9% | -9.8% | -13.6% |
| 6M | -9.0% | -23.2% | +14.2% | -7.4% |
| YTD | -22.8% | +0.6% | -23.4% | -24.5% |
| 1Y | -25.3% | +22.9% | -48.2% | -29.5% |
| 3Y | +54.1% | +98.6% | -44.6% | +33.8% |
| 5Y | +3.5% | +130.2% | -126.8% | -12.6% |
| 10Y | -41.0% | +519.5% | -560.5% | -56.1% |
| All | -25.6% | -91.9% | +66.3% | -46.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling