+1,682.3%
NOK vs CCL
+268.6%
+1,413.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.3% | +7.5% | +6.6% |
| 7D | +7.3% | -0.1% | +7.4% | +7.2% |
| 30D | +13.8% | -20.0% | +33.8% | +21.0% |
| 3M | -27.0% | -13.7% | -13.3% | -24.2% |
| 6M | +37.6% | -9.0% | +46.6% | +39.0% |
| YTD | +64.6% | -22.8% | +87.4% | +72.5% |
| 1Y | +132.0% | -25.3% | +157.3% | +142.6% |
| 3Y | +183.7% | +54.1% | +129.6% | +126.0% |
| 5Y | +101.3% | +3.5% | +97.8% | +62.1% |
| 10Y | +122.4% | -41.0% | +163.4% | +62.3% |
| All | +1,682.3% | +268.6% | +1,413.7% | +480.5% |
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