+15.0%
UNH vs CCL
-27.7%
+42.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.2% |
| 7D | -3.2% | -4.3% | +1.1% | -2.9% |
| 30D | -3.5% | -19.0% | +15.5% | -2.5% |
| 3M | -4.2% | -13.1% | +8.9% | -3.5% |
| 6M | +38.3% | -13.3% | +51.6% | +38.5% |
| YTD | +19.2% | -25.2% | +44.5% | +20.7% |
| 1Y | +15.0% | -27.2% | +42.2% | +14.6% |
| All | +15.0% | -27.7% | +42.6% | +14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling