+56.1%
CCL vs HDB
-24.9%
+81.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.3% |
| 7D | -5.0% | +0.4% | -5.5% | -5.3% |
| 30D | -20.3% | -2.8% | -17.5% | -19.2% |
| 3M | -15.1% | -3.5% | -11.6% | -14.1% |
| 6M | -15.1% | -24.7% | +9.6% | -3.6% |
| YTD | -21.8% | -36.6% | +14.8% | -5.0% |
| 1Y | -24.8% | -34.4% | +9.6% | -10.1% |
| All | +56.1% | -24.9% | +81.1% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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