+16.7%
CCL vs HAL
+17.0%
-0.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | +5.8% | -6.5% | +12.3% | +3.8% |
| 30D | +17.3% | -2.1% | +19.4% | +16.6% |
| 3M | +11.3% | -4.9% | +16.2% | +10.4% |
| 6M | +18.5% | -19.3% | +37.8% | +14.9% |
| YTD | +2.8% | +14.3% | -11.5% | -8.2% |
| 1Y | +16.7% | +17.3% | -0.6% | +3.4% |
| All | +16.7% | +17.0% | -0.3% | +3.4% |
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