+102.7%
NOK vs CCL
+1.3%
+101.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.4% |
| 7D | +9.3% | -4.4% | +13.7% | +10.2% |
| 30D | +17.9% | -18.2% | +36.1% | +21.8% |
| 3M | -22.3% | -17.7% | -4.6% | -19.9% |
| 6M | +36.4% | -13.0% | +49.4% | +38.3% |
| YTD | +66.3% | -24.5% | +90.8% | +71.8% |
| 1Y | +134.4% | -26.9% | +161.4% | +142.2% |
| 3Y | +186.6% | +50.8% | +135.8% | +147.3% |
| 5Y | +102.7% | -0.9% | +103.6% | +82.0% |
| All | +102.7% | +1.3% | +101.4% | +82.0% |
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 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