+557.5%
RKLB vs CCL
+54.5%
+503.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.2% | -1.3% |
| 7D | +39.3% | -0.3% | +39.7% | +39.7% |
| 30D | -0.2% | +10.3% | -10.6% | -4.4% |
| 3M | -21.1% | +6.6% | -27.6% | -23.7% |
| 6M | -45.5% | +20.0% | -65.5% | -50.0% |
| YTD | -8.2% | -1.9% | -6.3% | -10.1% |
| 1Y | +28.2% | +10.4% | +17.8% | +19.8% |
| 3Y | +1,366.1% | +134.8% | +1,231.3% | +892.2% |
| 5Y | +345.9% | +34.0% | +311.9% | +215.9% |
| All | +557.5% | +54.5% | +503.0% | +367.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling