-76.8%
PATH vs CCL
+23.2%
-100.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.5% | +1.8% | -1.3% |
| 7D | -5.6% | +2.6% | -8.2% | -6.8% |
| 30D | -0.7% | +11.3% | -12.0% | -5.5% |
| 3M | -5.9% | +0.3% | -6.1% | -7.0% |
| 6M | +21.6% | +16.1% | +5.5% | +11.2% |
| YTD | -20.6% | -1.6% | -19.1% | -24.0% |
| 1Y | -10.6% | +11.8% | -22.4% | -20.3% |
| 3Y | -24.9% | +139.6% | -164.5% | -57.0% |
| 5Y | -76.8% | +21.3% | -98.1% | -84.8% |
| All | -76.8% | +23.2% | -100.0% | -84.8% |
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