+22.3%
VZ vs CCL
+34.2%
-11.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +0.9% | -1.5% | +2.5% | +1.0% |
| 30D | +8.9% | +16.5% | -7.5% | +8.5% |
| 3M | +0.1% | +11.2% | -11.1% | -0.2% |
| 6M | +1.9% | +22.6% | -20.7% | +1.3% |
| YTD | +22.0% | +2.6% | +19.4% | +21.6% |
| 1Y | +22.1% | +17.0% | +5.2% | +21.0% |
| 3Y | +58.7% | +145.5% | -86.9% | +50.3% |
| 5Y | +22.3% | +36.1% | -13.8% | +15.7% |
| All | +22.3% | +34.2% | -11.9% | +15.7% |
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