+17,561.1%
LLY vs CCL
+813.5%
+16,747.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.1% | -5.0% | +2.9% | -1.5% |
| 30D | -1.6% | -20.3% | +18.7% | +1.2% |
| 3M | +2.3% | -15.1% | +17.4% | +4.1% |
| 6M | +14.9% | -15.1% | +30.0% | +16.5% |
| YTD | +7.5% | -21.8% | +29.2% | +9.8% |
| 1Y | +55.7% | -24.8% | +80.5% | +59.4% |
| 3Y | +110.6% | +51.9% | +58.7% | +92.6% |
| 5Y | +363.4% | +4.0% | +359.4% | +321.4% |
| 10Y | +1,649.0% | -42.2% | +1,691.2% | +1,428.3% |
| All | +17,561.1% | +813.5% | +16,747.6% | +8,646.3% |
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