+3.5%
CCL vs HAL
+101.7%
-98.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | -0.1% | +0.5% | -0.6% | -0.3% |
| 30D | -20.0% | +15.9% | -35.9% | -23.8% |
| 3M | -13.7% | -8.7% | -4.9% | -11.8% |
| 6M | -9.0% | +9.0% | -18.1% | -13.9% |
| YTD | -22.8% | +32.0% | -54.8% | -32.3% |
| 1Y | -25.3% | +72.5% | -97.8% | -41.2% |
| 3Y | +54.1% | -4.5% | +58.6% | +44.9% |
| 5Y | +3.5% | +109.7% | -106.2% | -43.4% |
| All | +3.5% | +101.7% | -98.2% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling