-24.8%
CCL vs WELL
+42.4%
-67.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.2% |
| 7D | -5.0% | -0.8% | -4.3% | -5.0% |
| 30D | -20.3% | -0.1% | -20.3% | -20.4% |
| 3M | -15.1% | +18.0% | -33.2% | -16.0% |
| 6M | -15.1% | +15.0% | -30.1% | -16.2% |
| YTD | -21.8% | +28.6% | -50.4% | -21.6% |
| 1Y | -24.8% | +42.9% | -67.7% | -26.8% |
| All | -24.8% | +42.4% | -67.2% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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