+452.1%
KLAC vs CCL
+1.3%
+450.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.1% | -2.4% |
| 7D | +6.2% | -4.4% | +10.6% | +7.9% |
| 30D | -5.0% | -18.2% | +13.2% | +2.0% |
| 3M | -14.4% | -17.7% | +3.3% | -8.5% |
| 6M | +28.3% | -13.0% | +41.3% | +33.6% |
| YTD | +51.1% | -24.5% | +75.6% | +64.8% |
| 1Y | +100.4% | -26.9% | +127.3% | +119.3% |
| 3Y | +276.3% | +50.8% | +225.6% | +208.3% |
| 5Y | +452.1% | -0.9% | +453.0% | +397.8% |
| All | +452.1% | +1.3% | +450.8% | +397.8% |
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