+8.0%
CCI vs ALHC
+16.3%
-8.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.9% |
| 7D | +0.9% | +3.9% | -2.9% | +0.9% |
| 30D | +10.3% | -3.6% | +13.9% | +10.3% |
| 3M | +17.9% | -49.4% | +67.3% | +19.3% |
| 6M | -0.5% | -59.5% | +59.0% | +0.8% |
| YTD | +2.7% | -63.2% | +65.9% | +4.0% |
| 1Y | +3.1% | -55.5% | +58.6% | +3.8% |
| 3Y | +8.0% | +23.0% | -15.1% | -1.3% |
| All | +8.0% | +16.3% | -8.4% | -1.3% |
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