+2,071.0%
STX vs CCL
-27.9%
+2,098.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +4.2% | +5.6% | +8.9% |
| 7D | -14.8% | +3.1% | -17.8% | -15.3% |
| 30D | -35.4% | +17.5% | -52.9% | -37.6% |
| 3M | -37.7% | +6.8% | -44.5% | -38.9% |
| 6M | -35.2% | +18.7% | -54.0% | -38.3% |
| YTD | +84.4% | +3.0% | +81.4% | +80.4% |
| 1Y | +82.3% | +17.7% | +64.5% | +72.8% |
| 3Y | +646.2% | +155.6% | +490.6% | +490.7% |
| 5Y | +487.4% | +30.2% | +457.2% | +392.1% |
| 10Y | +2,071.0% | -28.5% | +2,099.5% | +1,878.0% |
| All | +2,071.0% | -27.9% | +2,098.9% | +1,878.0% |
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