+292.6%
APP vs CCL
+20.8%
+271.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | +71.2% | +2.6% | +68.6% | +67.8% |
| 30D | +39.1% | +13.1% | +26.0% | +30.1% |
| 3M | +16.5% | +3.3% | +13.3% | +12.9% |
| 6M | -16.6% | +8.7% | -25.3% | -21.5% |
| YTD | -41.9% | -1.6% | -40.4% | -43.7% |
| 1Y | -37.0% | +14.0% | -51.0% | -43.7% |
| 3Y | +892.4% | +145.1% | +747.3% | +488.7% |
| All | +292.6% | +20.8% | +271.9% | +171.0% |
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