+3,290.5%
DELL vs CCL
-27.2%
+3,317.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.7% | +0.4% |
| 7D | +17.1% | -0.3% | +17.5% | +17.2% |
| 30D | -35.1% | +10.3% | -45.4% | -36.7% |
| 3M | -23.3% | +6.6% | -29.9% | -24.7% |
| 6M | +55.8% | +20.0% | +35.8% | +47.8% |
| YTD | +198.0% | -1.9% | +199.9% | +193.1% |
| 1Y | +166.6% | +10.4% | +156.1% | +153.9% |
| 3Y | +427.6% | +134.8% | +292.8% | +312.7% |
| 5Y | +630.6% | +34.0% | +596.6% | +499.9% |
| 10Y | +2,866.3% | -32.5% | +2,898.8% | +2,637.5% |
| All | +3,290.5% | -27.2% | +3,317.7% | +3,056.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling