+21.9%
CCL vs HAL
+25.6%
-3.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.1% | +10.4% | +6.3% |
| 7D | +11.6% | -7.7% | +19.3% | +9.2% |
| 30D | +22.5% | +0.7% | +21.9% | +22.9% |
| 3M | +6.4% | +2.5% | +3.9% | +7.7% |
| 6M | +23.4% | -20.7% | +44.1% | +20.7% |
| YTD | +4.2% | +18.4% | -14.2% | -6.0% |
| 1Y | +21.9% | +25.6% | -3.7% | +7.0% |
| All | +21.9% | +25.6% | -3.7% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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