+4,681.2%
DELL vs CCL
-41.9%
+4,723.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +14.9% | -5.0% | +19.9% | +16.4% |
| 30D | +13.3% | -20.3% | +33.6% | +19.7% |
| 3M | +24.4% | -15.1% | +39.5% | +29.0% |
| 6M | +258.0% | -15.1% | +273.1% | +267.9% |
| YTD | +320.2% | -21.8% | +342.0% | +338.3% |
| 1Y | +319.1% | -24.8% | +343.8% | +338.5% |
| 3Y | +706.5% | +51.9% | +654.7% | +598.3% |
| 5Y | +1,071.9% | +4.0% | +1,067.9% | +924.3% |
| 10Y | +4,683.5% | -42.2% | +4,725.7% | +4,628.1% |
| All | +4,681.2% | -41.9% | +4,723.2% | +4,619.9% |
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