+3,310.4%
V vs CCL
+11.9%
+3,298.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +2.2% | +3.1% | -0.9% | +1.4% |
| 30D | +13.6% | +13.7% | -0.1% | +9.9% |
| 3M | +14.3% | +3.8% | +10.5% | +12.6% |
| 6M | +33.1% | +9.3% | +23.8% | +28.5% |
| YTD | +21.2% | -1.1% | +22.3% | +18.6% |
| 1Y | +26.4% | +14.6% | +11.9% | +18.7% |
| 3Y | +77.6% | +146.4% | -68.8% | +29.6% |
| 5Y | +102.6% | +21.9% | +80.7% | +63.0% |
| 10Y | +464.4% | -29.4% | +493.9% | +332.9% |
| All | +3,310.4% | +11.9% | +3,298.4% | +1,702.2% |
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