+54.1%
CCL vs HAL
-4.2%
+58.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | -0.1% | +0.5% | -0.6% | -0.2% |
| 30D | -20.0% | +15.9% | -35.9% | -22.3% |
| 3M | -13.7% | -8.7% | -4.9% | -12.0% |
| 6M | -9.0% | +9.0% | -18.1% | -12.9% |
| YTD | -22.8% | +32.0% | -54.8% | -30.8% |
| 1Y | -25.3% | +72.5% | -97.8% | -39.1% |
| 3Y | +54.1% | -4.5% | +58.6% | +27.5% |
| All | +54.1% | -4.2% | +58.2% | +27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling