+319.1%
DELL vs CCL
-23.9%
+343.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +14.9% | -5.0% | +19.9% | +16.0% |
| 30D | +13.3% | -20.3% | +33.6% | +17.7% |
| 3M | +24.4% | -15.1% | +39.5% | +27.6% |
| 6M | +258.0% | -15.1% | +273.1% | +260.9% |
| YTD | +320.2% | -21.8% | +342.0% | +323.4% |
| 1Y | +319.1% | -24.8% | +343.8% | +306.1% |
| All | +319.1% | -23.9% | +343.0% | +306.1% |
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