+21.9%
CCL vs WY
+0.3%
+21.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.6% | +1.6% | +4.4% |
| 7D | +11.6% | +13.3% | -1.7% | +5.1% |
| 30D | +22.5% | +17.6% | +4.9% | +13.0% |
| 3M | +6.4% | -15.0% | +21.4% | +17.2% |
| 6M | +23.4% | -5.9% | +29.3% | +27.7% |
| YTD | +4.2% | -5.7% | +9.9% | +7.4% |
| 1Y | +21.9% | -0.2% | +22.1% | +21.1% |
| All | +21.9% | +0.3% | +21.6% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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