+329.8%
RKLB vs CCL
+32.3%
+297.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.2% | +6.8% | +6.7% |
| 7D | +15.2% | +5.8% | +9.4% | +12.2% |
| 30D | -8.1% | +17.3% | -25.3% | -15.1% |
| 3M | -21.7% | +11.3% | -33.0% | -26.3% |
| 6M | -40.5% | +18.5% | -59.0% | -46.1% |
| YTD | -10.1% | +2.8% | -12.9% | -14.5% |
| 1Y | +20.8% | +16.7% | +4.1% | +8.3% |
| 3Y | +1,335.0% | +146.0% | +1,189.0% | +766.0% |
| 5Y | +329.8% | +33.6% | +296.2% | +200.9% |
| All | +329.8% | +32.3% | +297.5% | +200.9% |
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 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