+11.7%
CCI vs ALHC
+22.7%
-10.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.1% | +1.3% |
| 7D | +2.5% | +0.3% | +2.2% | +2.5% |
| 30D | +14.4% | -10.6% | +25.0% | +14.5% |
| 3M | +21.7% | -45.3% | +67.0% | +22.9% |
| 6M | +4.0% | -59.7% | +63.7% | +5.3% |
| YTD | +6.2% | -62.7% | +68.9% | +7.6% |
| 1Y | +5.4% | -56.1% | +61.5% | +6.2% |
| 3Y | +11.7% | +21.3% | -9.5% | +3.9% |
| All | +11.7% | +22.7% | -10.9% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 3y: compounded portfolio wealth divided by compounded ALHC 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…
3y analysis · Full analysis span regression · 6 months rolling