+807.8%
CCL vs WELL
+18,826.3%
-18,018.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +1.3% |
| 7D | -5.0% | -0.8% | -4.3% | -4.7% |
| 30D | -20.3% | -0.1% | -20.3% | -20.4% |
| 3M | -15.1% | +18.0% | -33.2% | -23.2% |
| 6M | -15.1% | +15.0% | -30.1% | -22.4% |
| YTD | -21.8% | +28.6% | -50.4% | -33.0% |
| 1Y | -24.8% | +42.9% | -67.7% | -39.7% |
| 3Y | +51.9% | +203.0% | -151.2% | -21.9% |
| 5Y | +4.0% | +206.9% | -202.8% | -47.3% |
| 10Y | -42.2% | +339.5% | -381.7% | -75.2% |
| All | +807.8% | +18,826.3% | -18,018.5% | +50.7% |
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