+159.9%
DELL vs CCL
+10.1%
+149.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.4% | -6.8% | -7.1% |
| 7D | +4.9% | -1.2% | +6.1% | +5.1% |
| 30D | -32.1% | +13.1% | -45.2% | -33.7% |
| 3M | -30.2% | +3.4% | -33.6% | -31.0% |
| 6M | +41.7% | +18.7% | +23.0% | +36.5% |
| YTD | +176.6% | -2.3% | +178.8% | +164.5% |
| 1Y | +159.9% | +14.2% | +145.7% | +144.6% |
| All | +159.9% | +10.1% | +149.8% | +144.6% |
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