-0.9%
CCL vs WBD
+3.7%
-4.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.4% | -1.9% |
| 7D | -4.4% | -1.7% | -2.7% | -3.7% |
| 30D | -18.2% | +3.9% | -22.1% | -19.4% |
| 3M | -17.7% | +5.1% | -22.8% | -19.4% |
| 6M | -13.0% | +0.6% | -13.6% | -13.1% |
| YTD | -24.5% | -3.2% | -21.3% | -23.5% |
| 1Y | -26.9% | +127.7% | -154.6% | -49.5% |
| 3Y | +50.8% | +146.6% | -95.8% | -7.8% |
| 5Y | -0.9% | +4.2% | -5.1% | -19.1% |
| All | -0.9% | +3.7% | -4.6% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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