+355.9%
APH vs CCL
+5.2%
+350.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +5.0% | -5.0% | +10.0% | +6.2% |
| 30D | -3.9% | -20.3% | +16.5% | +1.3% |
| 3M | +13.0% | -15.1% | +28.1% | +17.0% |
| 6M | +25.2% | -15.1% | +40.3% | +28.8% |
| YTD | +22.9% | -21.8% | +44.7% | +28.6% |
| 1Y | +47.8% | -24.8% | +72.6% | +55.1% |
| 3Y | +283.0% | +51.9% | +231.2% | +235.2% |
| All | +355.9% | +5.2% | +350.7% | +310.4% |
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 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