-18.8%
CCL vs APO
+1,753.5%
-1,772.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.5% |
| 7D | -5.0% | -1.0% | -4.0% | -4.5% |
| 30D | -20.3% | +3.5% | -23.8% | -22.2% |
| 3M | -15.1% | +4.5% | -19.7% | -17.9% |
| 6M | -15.1% | +22.8% | -37.9% | -25.5% |
| YTD | -21.8% | -6.5% | -15.3% | -20.3% |
| 1Y | -24.8% | +0.8% | -25.6% | -27.4% |
| 3Y | +51.9% | +62.0% | -10.1% | +10.0% |
| 5Y | +4.0% | +138.2% | -134.2% | -38.8% |
| 10Y | -42.2% | +940.3% | -982.5% | -79.1% |
| All | -18.8% | +1,753.5% | -1,772.2% | -76.6% |
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