+135.0%
GOOG vs CCL
-2.4%
+137.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -2.5% | -4.3% | +1.8% | -1.5% |
| 30D | -3.6% | -19.0% | +15.4% | +1.1% |
| 3M | -6.4% | -13.1% | +6.7% | -3.6% |
| 6M | +7.8% | -13.3% | +21.1% | +10.5% |
| YTD | +5.5% | -25.2% | +30.7% | +11.1% |
| 1Y | +38.3% | -27.2% | +65.5% | +45.7% |
| 3Y | +143.1% | +49.2% | +93.9% | +108.9% |
| 5Y | +135.0% | +0.4% | +134.6% | +99.5% |
| All | +135.0% | -2.4% | +137.4% | +99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling