+51.1%
CCL vs HDB
+4,142.9%
-4,091.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -0.3% |
| 7D | +3.1% | +13.3% | -10.2% | -2.2% |
| 30D | +13.7% | +13.6% | +0.1% | +7.6% |
| 3M | +3.8% | +5.8% | -2.0% | +1.1% |
| 6M | +9.3% | -1.9% | +11.2% | +9.5% |
| YTD | -1.1% | -31.2% | +30.1% | +15.5% |
| 1Y | +14.6% | -29.6% | +44.1% | +32.4% |
| 3Y | +146.4% | -10.1% | +156.5% | +152.1% |
| 5Y | +21.9% | -24.3% | +46.2% | +33.9% |
| 10Y | -29.4% | +59.3% | -88.7% | -41.7% |
| All | +51.1% | +4,142.9% | -4,091.8% | -48.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling