+83.8%
KRE vs CCL
-32.5%
+116.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +0.7% | -1.2% | +1.9% | +1.1% |
| 30D | +6.1% | +13.1% | -7.0% | +1.9% |
| 3M | -5.9% | +3.4% | -9.3% | -7.6% |
| 6M | +9.6% | +18.7% | -9.1% | +2.2% |
| YTD | +14.2% | -2.3% | +16.5% | +11.6% |
| 1Y | +22.5% | +14.2% | +8.3% | +13.4% |
| 3Y | +90.4% | +133.6% | -43.2% | +35.7% |
| 5Y | +11.9% | +33.5% | -21.6% | -13.7% |
| All | +83.8% | -32.5% | +116.3% | +52.1% |
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 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