+21.9%
CCL vs VRTX
+31.2%
-9.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.4% | +3.8% | +6.0% |
| 7D | +11.6% | +3.7% | +8.0% | +10.2% |
| 30D | +22.5% | +9.0% | +13.5% | +18.8% |
| 3M | +6.4% | +14.7% | -8.3% | +0.5% |
| 6M | +23.4% | +27.7% | -4.3% | +10.1% |
| YTD | +4.2% | +21.1% | -16.9% | -4.5% |
| 1Y | +21.9% | +30.2% | -8.3% | +10.1% |
| All | +21.9% | +31.2% | -9.3% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 1y: compounded portfolio wealth divided by compounded VRTX 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…
1y analysis · Full analysis span regression · 6 months rolling