+36.1%
CCL vs WU
-44.4%
+80.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | +1.3% |
| 7D | -1.5% | +2.1% | -3.7% | -3.0% |
| 30D | +16.5% | +10.1% | +6.3% | +10.4% |
| 3M | +11.2% | -1.1% | +12.3% | +11.0% |
| 6M | +22.6% | -19.8% | +42.4% | +34.4% |
| YTD | +2.6% | -20.8% | +23.3% | +12.4% |
| 1Y | +17.0% | -15.1% | +32.1% | +22.6% |
| 3Y | +145.5% | -23.2% | +168.8% | +160.3% |
| 5Y | +36.1% | -42.6% | +78.7% | +73.4% |
| All | +36.1% | -44.4% | +80.5% | +73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling