+7.0%
CCL vs APO
+1,594.4%
-1,587.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.7% | -0.5% | +1.5% |
| 7D | +3.1% | +2.3% | +0.8% | +1.8% |
| 30D | +17.5% | +3.0% | +14.5% | +15.5% |
| 3M | +6.8% | -3.7% | +10.5% | +8.5% |
| 6M | +18.7% | -7.5% | +26.2% | +23.0% |
| YTD | +3.0% | -14.5% | +17.6% | +10.4% |
| 1Y | +17.7% | -6.2% | +23.9% | +19.2% |
| 3Y | +155.6% | +51.9% | +103.7% | +92.4% |
| 5Y | +30.2% | +76.5% | -46.3% | -9.9% |
| 10Y | -28.5% | +895.2% | -923.7% | -73.1% |
| All | +7.0% | +1,594.4% | -1,587.4% | -67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling