+1,449.6%
NET vs CCL
-51.4%
+1,500.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -7.0% | -5.0% | -1.9% | -5.9% |
| 30D | -4.8% | -20.3% | +15.6% | +0.3% |
| 3M | +3.8% | -15.1% | +19.0% | +7.5% |
| 6M | +50.0% | -15.1% | +65.2% | +53.6% |
| YTD | +41.5% | -21.8% | +63.3% | +47.1% |
| 1Y | +32.8% | -24.8% | +57.6% | +38.7% |
| 3Y | +335.9% | +51.9% | +284.0% | +281.7% |
| 5Y | +113.8% | +4.0% | +109.8% | +79.1% |
| All | +1,449.6% | -51.4% | +1,500.9% | +1,413.0% |
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