-29.4%
CCL vs APO
+890.3%
-919.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.7% | -0.5% |
| 7D | +5.8% | +8.1% | -2.3% | +0.2% |
| 30D | +17.3% | +3.4% | +13.8% | +14.4% |
| 3M | +11.3% | -6.6% | +18.0% | +16.1% |
| 6M | +18.5% | -7.1% | +25.5% | +23.0% |
| YTD | +2.8% | -14.1% | +16.9% | +11.0% |
| 1Y | +16.7% | -4.7% | +21.4% | +16.6% |
| 3Y | +146.0% | +51.3% | +94.7% | +66.5% |
| 5Y | +33.6% | +82.7% | -49.1% | -22.4% |
| 10Y | -29.4% | +845.7% | -875.1% | -79.0% |
| All | -29.4% | +890.3% | -919.8% | -79.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling