+146.4%
CCL vs HDB
-11.1%
+157.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -0.4% |
| 7D | +3.1% | +13.3% | -10.2% | -3.0% |
| 30D | +13.7% | +13.6% | +0.1% | +6.6% |
| 3M | +3.8% | +5.8% | -2.0% | +0.7% |
| 6M | +9.3% | -1.9% | +11.2% | +9.2% |
| YTD | -1.1% | -31.2% | +30.1% | +13.4% |
| 1Y | +14.6% | -29.6% | +44.1% | +30.1% |
| 3Y | +146.4% | -10.1% | +156.5% | +152.1% |
| All | +146.4% | -11.1% | +157.5% | +152.1% |
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