+18.4%
GE vs CCL
-26.7%
+45.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.7% | -2.1% |
| 7D | -1.2% | -4.4% | +3.1% | +0.3% |
| 30D | -11.3% | -18.2% | +6.9% | -5.0% |
| 3M | -1.4% | -17.7% | +16.3% | +4.9% |
| 6M | +1.2% | -13.0% | +14.2% | +5.3% |
| YTD | +5.9% | -24.5% | +30.4% | +12.5% |
| 1Y | +18.4% | -26.9% | +45.3% | +24.1% |
| All | +18.4% | -26.7% | +45.1% | +24.1% |
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