+1.4%
CCL vs WING
-35.5%
+36.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.5% |
| 7D | -4.4% | -2.3% | -2.1% | -3.7% |
| 30D | -18.2% | -5.6% | -12.6% | -17.1% |
| 3M | -17.7% | -22.9% | +5.2% | -11.3% |
| 6M | -13.0% | -50.4% | +37.4% | +8.1% |
| YTD | -24.5% | -53.3% | +28.8% | -5.7% |
| 1Y | -26.9% | -61.2% | +34.3% | -3.7% |
| 3Y | +50.8% | -30.1% | +80.8% | +35.4% |
| All | +1.4% | -35.5% | +36.9% | -22.5% |
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