+146.0%
CCL vs APTV
-45.9%
+191.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.2% |
| 7D | +5.8% | -4.3% | +10.1% | +8.1% |
| 30D | +17.3% | -9.7% | +26.9% | +22.9% |
| 3M | +11.3% | -20.6% | +31.9% | +23.4% |
| 6M | +18.5% | -31.7% | +50.2% | +37.0% |
| YTD | +2.8% | -48.0% | +50.8% | +35.2% |
| 1Y | +16.7% | -52.1% | +68.8% | +59.7% |
| 3Y | +146.0% | -47.9% | +193.9% | +208.7% |
| All | +146.0% | -45.9% | +191.9% | +208.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling