+33.6%
CCL vs VRSN
+36.4%
-2.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -2.0% | -1.2% |
| 7D | +5.8% | -0.9% | +6.7% | +6.4% |
| 30D | +17.3% | +2.4% | +14.8% | +15.8% |
| 3M | +11.3% | +6.4% | +5.0% | +7.4% |
| 6M | +18.5% | +8.6% | +9.9% | +11.6% |
| YTD | +2.8% | +29.3% | -26.5% | -15.2% |
| 1Y | +16.7% | +27.2% | -10.4% | -2.5% |
| 3Y | +146.0% | +52.8% | +93.2% | +69.2% |
| 5Y | +33.6% | +36.7% | -3.1% | -12.5% |
| All | +33.6% | +36.4% | -2.8% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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