+22.8%
CCL vs WING
+4.1%
+18.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.0% |
| 7D | +3.1% | +9.0% | -5.9% | +0.1% |
| 30D | +13.7% | +39.9% | -26.2% | +0.8% |
| 3M | +3.8% | +40.4% | -36.6% | -9.0% |
| 6M | +9.3% | +12.9% | -3.6% | +2.0% |
| YTD | -1.1% | -31.1% | +30.0% | +7.6% |
| 1Y | +14.6% | -32.7% | +47.3% | +25.2% |
| 3Y | +146.4% | -19.8% | +166.2% | +115.3% |
| All | +22.8% | +4.1% | +18.8% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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