+30.2%
CCL vs VRTX
+186.6%
-156.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +3.9% |
| 7D | +3.1% | -0.4% | +3.5% | +3.3% |
| 30D | +17.5% | +8.0% | +9.5% | +14.3% |
| 3M | +6.8% | +11.0% | -4.2% | +2.5% |
| 6M | +18.7% | +28.2% | -9.4% | +7.7% |
| YTD | +3.0% | +21.5% | -18.5% | -4.8% |
| 1Y | +17.7% | +34.5% | -16.8% | +4.8% |
| 3Y | +155.6% | +49.5% | +106.1% | +103.0% |
| 5Y | +30.2% | +188.3% | -158.1% | -19.2% |
| All | +30.2% | +186.6% | -156.4% | -19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling