+2,895.1%
GE vs CCL
+1,100.5%
+1,794.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | +5.4% | +5.8% | -0.4% | +3.5% |
| 30D | +9.6% | +17.3% | -7.6% | +4.1% |
| 3M | -7.7% | +11.3% | -19.1% | -11.3% |
| 6M | +14.0% | +18.5% | -4.4% | +6.9% |
| YTD | +10.2% | +2.8% | +7.4% | +7.2% |
| 1Y | +8.9% | +16.7% | -7.8% | +1.2% |
| 3Y | +273.7% | +146.0% | +127.6% | +158.3% |
| 5Y | +410.2% | +33.6% | +376.6% | +285.2% |
| 10Y | +157.4% | -29.4% | +186.9% | +95.6% |
| All | +2,895.1% | +1,100.5% | +1,794.6% | +883.1% |
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 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