+8.3%
DIS vs CCL
+17.9%
-9.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.3% | -3.1% | +2.7% |
| 7D | +9.1% | +11.6% | -2.5% | +6.7% |
| 30D | +14.8% | +22.5% | -7.7% | +10.1% |
| 3M | +21.2% | +6.4% | +14.8% | +19.7% |
| 6M | +18.3% | +23.4% | -5.1% | +12.6% |
| YTD | +5.4% | +4.2% | +1.2% | +2.9% |
| 1Y | +8.3% | +21.9% | -13.6% | -1.1% |
| All | +8.3% | +17.9% | -9.6% | -1.1% |
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