+41.6%
XLE vs CCL
+15.9%
+25.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.4% |
| 7D | -6.7% | +5.8% | -12.5% | -5.6% |
| 30D | -4.4% | +17.3% | -21.7% | -1.3% |
| 3M | +4.0% | +11.3% | -7.4% | +6.6% |
| 6M | +13.2% | +18.5% | -5.3% | +17.9% |
| YTD | +41.9% | +2.8% | +39.1% | +47.1% |
| 1Y | +41.6% | +16.7% | +24.9% | +46.2% |
| All | +41.6% | +15.9% | +25.8% | +46.2% |
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 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