+10,266.7%
RTX vs CCL
+813.5%
+9,453.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -5.2% | -5.0% | -0.1% | -3.9% |
| 30D | -9.4% | -20.3% | +11.0% | -3.9% |
| 3M | +12.3% | -15.1% | +27.4% | +16.5% |
| 6M | -3.1% | -15.1% | +12.0% | -0.5% |
| YTD | +10.7% | -21.8% | +32.5% | +15.3% |
| 1Y | +28.4% | -24.8% | +53.2% | +34.3% |
| 3Y | +147.1% | +51.9% | +95.2% | +100.6% |
| 5Y | +167.2% | +4.0% | +163.2% | +115.2% |
| 10Y | +274.7% | -42.2% | +316.9% | +195.0% |
| All | +10,266.7% | +813.5% | +9,453.2% | +3,931.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling