+398.0%
CCL vs WWD
+14,867.0%
-14,469.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | +5.8% | +0.4% | +5.4% | +5.5% |
| 30D | +17.3% | -0.4% | +17.7% | +17.1% |
| 3M | +11.3% | -6.1% | +17.4% | +14.1% |
| 6M | +18.5% | -9.5% | +28.0% | +23.0% |
| YTD | +2.8% | +10.8% | -8.0% | -3.0% |
| 1Y | +16.7% | +23.5% | -6.8% | +4.7% |
| 3Y | +146.0% | +151.3% | -5.2% | +57.9% |
| 5Y | +33.6% | +187.8% | -154.2% | -18.1% |
| 10Y | -29.4% | +461.1% | -490.5% | -64.0% |
| All | +398.0% | +14,867.0% | -14,469.0% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 all: compounded portfolio wealth divided by compounded WWD 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…
all analysis · Full analysis span regression · 6 months rolling