+155.6%
CCL vs HAL
-10.0%
+165.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +3.1% | -7.9% | +10.9% | +4.5% |
| 30D | +17.5% | -2.1% | +19.6% | +17.7% |
| 3M | +6.8% | +0.4% | +6.4% | +5.9% |
| 6M | +18.7% | -19.2% | +38.0% | +23.0% |
| YTD | +3.0% | +14.4% | -11.3% | -6.3% |
| 1Y | +17.7% | +18.0% | -0.3% | +5.7% |
| 3Y | +155.6% | -9.7% | +165.3% | +117.4% |
| All | +155.6% | -10.0% | +165.6% | +117.4% |
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 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