+194.3%
CDE vs CCL
-2.4%
+196.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.8% |
| 7D | -6.1% | -4.3% | -1.7% | -4.8% |
| 30D | +9.5% | -19.0% | +28.4% | +16.5% |
| 3M | +32.0% | -13.1% | +45.1% | +37.8% |
| 6M | -12.8% | -13.3% | +0.5% | -9.0% |
| YTD | +14.2% | -25.2% | +39.4% | +23.8% |
| 1Y | +36.3% | -27.2% | +63.5% | +47.9% |
| 3Y | +821.4% | +49.2% | +772.2% | +693.2% |
| 5Y | +194.3% | +0.4% | +193.9% | +159.7% |
| All | +194.3% | -2.4% | +196.7% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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