-25.3%
CCL vs VRTX
+33.8%
-59.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.8% | -0.1% |
| 7D | -0.1% | -3.4% | +3.3% | +1.2% |
| 30D | -20.0% | +6.6% | -26.6% | -22.3% |
| 3M | -13.7% | +19.4% | -33.1% | -20.8% |
| 6M | -9.0% | +15.8% | -24.8% | -15.4% |
| YTD | -22.8% | +16.7% | -39.5% | -28.7% |
| 1Y | -25.3% | +33.8% | -59.1% | -34.0% |
| All | -25.3% | +33.8% | -59.1% | -34.0% |
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