-24.8%
CCL vs APO
+1.9%
-26.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | -5.0% | -1.0% | -4.0% | -4.7% |
| 30D | -20.3% | +3.5% | -23.8% | -21.6% |
| 3M | -15.1% | +4.5% | -19.7% | -16.8% |
| 6M | -15.1% | +22.8% | -37.9% | -22.0% |
| YTD | -21.8% | -6.5% | -15.3% | -21.3% |
| 1Y | -24.8% | +0.8% | -25.6% | -26.5% |
| All | -24.8% | +1.9% | -26.6% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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