+962.4%
RKLB vs CCL
+55.0%
+907.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +3.2% |
| 7D | +5.3% | -0.1% | +5.5% | +5.3% |
| 30D | -20.5% | -20.0% | -0.5% | -10.7% |
| 3M | -42.0% | -13.7% | -28.4% | -37.9% |
| 6M | -6.0% | -9.0% | +3.0% | -2.9% |
| YTD | -5.6% | -22.8% | +17.2% | +4.6% |
| 1Y | +38.0% | -25.3% | +63.3% | +55.2% |
| 3Y | +962.4% | +54.1% | +908.3% | +647.8% |
| All | +962.4% | +55.0% | +907.4% | +647.8% |
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 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