+1,106.2%
DELL vs CCL
+1.3%
+1,104.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.4% | +0.8% |
| 7D | +8.7% | -4.4% | +13.1% | +10.0% |
| 30D | +16.9% | -18.2% | +35.1% | +23.3% |
| 3M | +40.4% | -17.7% | +58.1% | +47.3% |
| 6M | +267.1% | -13.0% | +280.1% | +275.5% |
| YTD | +329.1% | -24.5% | +353.6% | +353.0% |
| 1Y | +346.9% | -26.9% | +373.9% | +372.8% |
| 3Y | +696.6% | +50.8% | +645.9% | +582.0% |
| 5Y | +1,106.2% | -0.9% | +1,107.1% | +985.3% |
| All | +1,106.2% | +1.3% | +1,104.9% | +985.3% |
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