+1,744.2%
TER vs CCL
-41.5%
+1,785.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.3% | +5.5% | +4.6% |
| 7D | +11.0% | -0.1% | +11.1% | +11.0% |
| 30D | -1.9% | -20.0% | +18.1% | +5.0% |
| 3M | -0.7% | -13.7% | +13.0% | +3.7% |
| 6M | +36.4% | -9.0% | +45.4% | +40.5% |
| YTD | +92.4% | -22.8% | +115.3% | +107.4% |
| 1Y | +213.5% | -25.3% | +238.8% | +239.7% |
| 3Y | +277.2% | +54.1% | +223.2% | +226.9% |
| 5Y | +219.1% | +3.5% | +215.7% | +183.9% |
| 10Y | +1,744.2% | -41.0% | +1,785.3% | +1,791.0% |
| All | +1,744.2% | -41.5% | +1,785.7% | +1,791.0% |
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