+16.7%
CCL vs ALHC
-52.7%
+69.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.7% | -0.7% |
| 7D | +5.8% | +3.8% | +2.0% | +5.5% |
| 30D | +17.3% | +1.7% | +15.6% | +17.1% |
| 3M | +11.3% | -44.3% | +55.7% | +16.4% |
| 6M | +18.5% | -57.2% | +75.7% | +25.2% |
| YTD | +2.8% | -61.2% | +64.0% | +7.7% |
| 1Y | +16.7% | -53.2% | +69.9% | +16.3% |
| All | +16.7% | -52.7% | +69.4% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling