+1,095.7%
CCL vs WELL
+19,722.2%
-18,626.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.6% |
| 7D | +3.1% | +3.5% | -0.4% | +1.2% |
| 30D | +17.5% | +9.7% | +7.8% | +11.5% |
| 3M | +6.8% | +4.8% | +2.0% | +3.8% |
| 6M | +18.7% | +16.1% | +2.7% | +8.0% |
| YTD | +3.0% | +34.7% | -31.7% | -14.2% |
| 1Y | +17.7% | +31.9% | -14.2% | -1.2% |
| 3Y | +155.6% | +209.9% | -54.3% | +29.8% |
| 5Y | +30.2% | +226.5% | -196.3% | -36.2% |
| 10Y | -28.5% | +455.3% | -483.7% | -72.3% |
| All | +1,095.7% | +19,722.2% | -18,626.5% | +93.1% |
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