+21.3%
CCL vs WM
+62.1%
-40.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.2% | -6.7% | -5.8% |
| 7D | +2.6% | +4.5% | -1.9% | +1.4% |
| 30D | +11.3% | +16.1% | -4.7% | +6.8% |
| 3M | +0.3% | +8.0% | -7.8% | -2.0% |
| 6M | +16.1% | +8.4% | +7.7% | +13.0% |
| YTD | -1.6% | +11.2% | -12.8% | -6.1% |
| 1Y | +11.8% | +22.3% | -10.6% | +2.4% |
| 3Y | +139.6% | +50.2% | +89.3% | +93.3% |
| 5Y | +21.3% | +63.3% | -42.0% | -11.2% |
| All | +21.3% | +62.1% | -40.8% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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