+1.4%
CCL vs HDB
-35.4%
+36.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.4% |
| 7D | -5.0% | +0.4% | -5.5% | -5.3% |
| 30D | -20.3% | -2.8% | -17.5% | -19.0% |
| 3M | -15.1% | -3.5% | -11.6% | -13.9% |
| 6M | -15.1% | -24.7% | +9.6% | -0.1% |
| YTD | -21.8% | -36.6% | +14.8% | +1.4% |
| 1Y | -24.8% | -34.4% | +9.6% | -4.6% |
| 3Y | +51.9% | -24.4% | +76.3% | +71.7% |
| All | +1.4% | -35.4% | +36.8% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling