+93.3%
QQQ vs CCL
+48.2%
+45.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.2% |
| 7D | +1.0% | -4.4% | +5.4% | +2.0% |
| 30D | -0.6% | -18.2% | +17.6% | +4.0% |
| 3M | +1.3% | -17.7% | +19.0% | +5.7% |
| 6M | +18.1% | -13.0% | +31.1% | +20.7% |
| YTD | +16.9% | -24.5% | +41.4% | +22.7% |
| 1Y | +24.0% | -26.9% | +50.9% | +30.6% |
| All | +93.3% | +48.2% | +45.1% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling