+38.0%
DIS vs CCL
+148.1%
-110.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +0.6% | -1.5% | +2.1% | +0.9% |
| 30D | +10.3% | +16.5% | -6.2% | +6.0% |
| 3M | +15.6% | +11.2% | +4.4% | +12.0% |
| 6M | +15.1% | +22.6% | -7.5% | +8.1% |
| YTD | +6.0% | +2.6% | +3.4% | +3.1% |
| 1Y | +5.7% | +17.0% | -11.3% | -1.3% |
| All | +38.0% | +148.1% | -110.1% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling