+50.0%
CCL vs AHR
+364.8%
-314.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -0.1% | -3.4% | +3.3% | +0.9% |
| 30D | -20.0% | -3.8% | -16.2% | -19.1% |
| 3M | -13.7% | +20.1% | -33.7% | -18.9% |
| 6M | -9.0% | +7.1% | -16.1% | -11.4% |
| YTD | -22.8% | +17.2% | -40.0% | -27.3% |
| 1Y | -25.3% | +30.4% | -55.7% | -33.1% |
| All | +50.0% | +364.8% | -314.8% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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