+21.9%
CCL vs WU
-18.0%
+39.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.4% | +1.8% | +5.9% |
| 7D | +11.6% | +8.2% | +3.4% | +9.6% |
| 30D | +22.5% | +8.0% | +14.5% | +20.2% |
| 3M | +6.4% | -6.6% | +13.0% | +8.0% |
| 6M | +23.4% | -23.3% | +46.7% | +30.1% |
| YTD | +4.2% | -22.4% | +26.6% | +11.2% |
| 1Y | +21.9% | -18.0% | +39.9% | +28.3% |
| All | +21.9% | -18.0% | +39.9% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling