-41.7%
CCL vs VLO
+919.7%
-961.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.7% | -3.1% |
| 7D | -4.4% | +6.2% | -10.6% | -8.0% |
| 30D | -18.2% | +23.5% | -41.7% | -28.5% |
| 3M | -17.7% | +53.9% | -71.6% | -38.5% |
| 6M | -13.0% | +81.7% | -94.7% | -44.4% |
| YTD | -24.5% | +142.5% | -166.9% | -61.1% |
| 1Y | -26.9% | +145.4% | -172.4% | -63.1% |
| 3Y | +50.8% | +197.3% | -146.6% | -38.7% |
| 5Y | -0.9% | +614.6% | -615.5% | -82.8% |
| 10Y | -41.7% | +938.9% | -980.5% | -91.2% |
| All | -41.7% | +919.7% | -961.4% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VLO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling