+1,047.9%
CCL vs WELL
+19,534.7%
-18,486.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.6% |
| 7D | +3.1% | +4.4% | -1.3% | +0.8% |
| 30D | +13.7% | +10.8% | +2.9% | +7.3% |
| 3M | +3.8% | +4.2% | -0.4% | +1.1% |
| 6M | +9.3% | +14.0% | -4.7% | +0.3% |
| YTD | -1.1% | +33.4% | -34.5% | -17.2% |
| 1Y | +14.6% | +32.4% | -17.9% | -4.0% |
| 3Y | +146.4% | +194.7% | -48.3% | +28.6% |
| 5Y | +21.9% | +226.5% | -204.6% | -40.3% |
| 10Y | -29.4% | +429.8% | -459.3% | -72.1% |
| All | +1,047.9% | +19,534.7% | -18,486.7% | +86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling