+9,423.5%
STX vs CCL
+85.2%
+9,338.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -17.3% | +5.8% | -23.1% | -18.6% |
| 30D | -35.9% | +17.3% | -53.2% | -38.9% |
| 3M | -37.3% | +11.3% | -48.7% | -39.8% |
| 6M | -35.8% | +18.5% | -54.3% | -40.0% |
| YTD | +82.7% | +2.8% | +79.9% | +77.2% |
| 1Y | +71.6% | +16.7% | +54.9% | +59.5% |
| 3Y | +635.3% | +146.0% | +489.2% | +428.5% |
| 5Y | +483.8% | +33.6% | +450.1% | +354.6% |
| 10Y | +1,967.8% | -29.4% | +1,997.2% | +1,501.6% |
| All | +9,423.5% | +85.2% | +9,338.3% | +3,664.8% |
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