+133.6%
CCL vs VRTX
+44.3%
+89.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.2% |
| 7D | -1.2% | -1.6% | +0.4% | -0.8% |
| 30D | +13.1% | +8.0% | +5.1% | +11.3% |
| 3M | +3.4% | +4.3% | -0.9% | +2.4% |
| 6M | +18.7% | +18.9% | -0.2% | +13.9% |
| YTD | -2.3% | +18.8% | -21.1% | -6.2% |
| 1Y | +14.2% | +24.0% | -9.8% | +8.8% |
| 3Y | +133.6% | +42.1% | +91.4% | +120.7% |
| All | +133.6% | +44.3% | +89.2% | +120.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling