+1,458.7%
DIS vs CCL
+813.5%
+645.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | -2.6% | -5.0% | +2.5% | -1.1% |
| 30D | +3.5% | -20.3% | +23.8% | +10.7% |
| 3M | +6.8% | -15.1% | +22.0% | +11.6% |
| 6M | +3.0% | -15.1% | +18.1% | +6.6% |
| YTD | -6.7% | -21.8% | +15.1% | -1.8% |
| 1Y | -10.1% | -24.8% | +14.7% | -4.8% |
| 3Y | +33.0% | +51.9% | -18.8% | +8.2% |
| 5Y | -40.0% | +4.0% | -44.0% | -50.2% |
| 10Y | +21.1% | -42.2% | +63.3% | -4.7% |
| All | +1,458.7% | +813.5% | +645.3% | +396.2% |
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