+31.6%
CCL vs APTV
+143.1%
-111.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.3% |
| 7D | +5.8% | -4.3% | +10.1% | +9.0% |
| 30D | +17.3% | -9.7% | +26.9% | +25.5% |
| 3M | +11.3% | -20.6% | +31.9% | +29.2% |
| 6M | +18.5% | -31.7% | +50.2% | +46.4% |
| YTD | +2.8% | -48.0% | +50.8% | +51.4% |
| 1Y | +16.7% | -52.1% | +68.8% | +81.7% |
| 3Y | +146.0% | -47.9% | +193.9% | +236.2% |
| 5Y | +33.6% | -76.9% | +110.6% | +227.3% |
| 10Y | -29.4% | -26.7% | -2.7% | -16.4% |
| All | +31.6% | +143.1% | -111.5% | -10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling