+2,883.5%
GE vs CCL
+813.5%
+2,070.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -1.6% | -5.0% | +3.5% | 0.0% |
| 30D | -11.6% | -20.3% | +8.8% | -4.9% |
| 3M | +3.0% | -15.1% | +18.2% | +8.2% |
| 6M | -0.5% | -15.1% | +14.6% | +4.1% |
| YTD | +9.7% | -21.8% | +31.5% | +17.2% |
| 1Y | +20.0% | -24.8% | +44.8% | +28.6% |
| 3Y | +275.8% | +51.9% | +224.0% | +204.1% |
| 5Y | +429.1% | +4.0% | +425.0% | +333.8% |
| 10Y | +151.2% | -42.2% | +193.4% | +104.1% |
| All | +2,883.5% | +813.5% | +2,070.1% | +974.9% |
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