+1,144.9%
STX vs CCL
0.0%
+1,144.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.3% | +7.8% | +6.9% |
| 7D | +10.7% | -0.1% | +10.9% | +10.7% |
| 30D | +11.3% | -20.0% | +31.2% | +18.4% |
| 3M | +3.2% | -13.7% | +16.9% | +6.9% |
| 6M | +157.0% | -9.0% | +166.0% | +160.1% |
| YTD | +229.2% | -22.8% | +252.0% | +248.8% |
| 1Y | +381.8% | -25.3% | +407.2% | +411.3% |
| 3Y | +1,383.2% | +54.1% | +1,329.1% | +1,152.5% |
| 5Y | +1,144.9% | +3.5% | +1,141.4% | +963.9% |
| All | +1,144.9% | 0.0% | +1,144.9% | +963.9% |
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