+114,578.9%
APH vs CCL
+739.3%
+113,839.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.5% | -3.8% | -7.9% |
| 7D | -12.7% | +2.6% | -15.3% | -13.5% |
| 30D | -19.2% | +11.3% | -30.5% | -21.6% |
| 3M | -16.7% | +0.3% | -16.9% | -17.3% |
| 6M | +5.1% | +16.1% | -11.0% | -0.1% |
| YTD | +6.6% | -1.6% | +8.1% | +5.0% |
| 1Y | +3.9% | +11.8% | -7.9% | -1.4% |
| 3Y | +246.0% | +139.6% | +106.5% | +158.3% |
| 5Y | +268.0% | +21.3% | +246.7% | +199.4% |
| 10Y | +868.2% | -29.8% | +898.0% | +638.7% |
| All | +114,578.9% | +739.3% | +113,839.6% | +39,669.6% |
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