-26.9%
CCL vs HAL
+72.7%
-99.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.0% |
| 7D | -4.4% | -1.3% | -3.1% | -4.5% |
| 30D | -18.2% | +10.9% | -29.1% | -17.1% |
| 3M | -17.7% | -5.8% | -11.9% | -16.8% |
| 6M | -13.0% | +8.1% | -21.1% | -15.2% |
| YTD | -24.5% | +33.2% | -57.7% | -30.2% |
| 1Y | -26.9% | +74.2% | -101.1% | -36.4% |
| All | -26.9% | +72.7% | -99.7% | -36.4% |
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