+136.5%
WMT vs CCL
+136.4%
+0.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +2.0% | -1.2% | +3.2% | +2.1% |
| 30D | +10.3% | +13.1% | -2.9% | +9.0% |
| 3M | +11.0% | +3.4% | +7.6% | +10.6% |
| 6M | -2.3% | +18.7% | -21.0% | -4.3% |
| YTD | +15.7% | -2.3% | +18.0% | +15.0% |
| 1Y | +26.0% | +14.2% | +11.8% | +22.8% |
| 3Y | +136.5% | +133.6% | +2.9% | +123.4% |
| All | +136.5% | +136.4% | +0.2% | +123.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling