+61,451.9%
APH vs CCL
+566.8%
+60,885.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.6% | -46.2% | -47.4% |
| 7D | -48.7% | -5.8% | -42.9% | -47.7% |
| 30D | -51.9% | -20.3% | -31.6% | -48.8% |
| 3M | -43.6% | -15.1% | -28.4% | -41.0% |
| 6M | -37.5% | -15.1% | -22.4% | -35.1% |
| YTD | -38.6% | -21.8% | -16.9% | -35.1% |
| 1Y | -26.3% | -24.8% | -1.5% | -21.8% |
| 3Y | +89.2% | +51.9% | +37.3% | +60.4% |
| 5Y | +119.8% | +4.0% | +115.8% | +87.3% |
| 10Y | +454.3% | -42.2% | +496.5% | +348.4% |
| All | +61,451.9% | +566.8% | +60,885.1% | +22,814.6% |
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