+780.7%
GOOG vs CCL
-41.3%
+821.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.3% |
| 7D | 0.0% | -3.2% | +3.3% | +0.7% |
| 30D | -2.0% | -17.8% | +15.8% | +1.7% |
| 3M | -5.9% | -18.7% | +12.8% | -2.2% |
| 6M | +8.9% | -11.4% | +20.3% | +10.8% |
| YTD | +7.1% | -24.3% | +31.4% | +11.6% |
| 1Y | +39.7% | -28.8% | +68.5% | +46.5% |
| 3Y | +145.8% | +49.3% | +96.5% | +118.7% |
| 5Y | +138.6% | +1.6% | +137.0% | +112.8% |
| All | +780.7% | -41.3% | +821.9% | +785.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling