+21.9%
CCL vs APTV
-46.4%
+68.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.6% | +5.3% |
| 7D | +11.6% | -1.9% | +13.5% | +12.4% |
| 30D | +22.5% | -1.4% | +24.0% | +23.3% |
| 3M | +6.4% | -9.3% | +15.7% | +10.3% |
| 6M | +23.4% | -27.3% | +50.7% | +35.2% |
| YTD | +4.2% | -43.1% | +47.3% | +27.9% |
| 1Y | +21.9% | -46.5% | +68.4% | +54.8% |
| All | +21.9% | -46.4% | +68.2% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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