+47.0%
CVX vs CCL
+17.9%
+29.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +7.3% | -10.9% | -2.1% |
| 7D | -5.3% | +11.6% | -17.0% | -2.9% |
| 30D | +5.1% | +22.5% | -17.5% | +10.0% |
| 3M | +14.9% | +6.4% | +8.5% | +17.2% |
| 6M | +14.9% | +23.4% | -8.5% | +21.6% |
| YTD | +46.3% | +4.2% | +42.1% | +53.4% |
| 1Y | +47.0% | +21.9% | +25.1% | +54.0% |
| All | +47.0% | +17.9% | +29.2% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling