+11.1%
CL vs AHR
+360.2%
-349.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.2% |
| 7D | -2.4% | -3.0% | +0.6% | -2.0% |
| 30D | -4.8% | +2.6% | -7.4% | -5.1% |
| 3M | -1.7% | +16.0% | -17.7% | -3.5% |
| 6M | -3.8% | +3.1% | -6.9% | -4.5% |
| YTD | +13.3% | +16.0% | -2.8% | +11.1% |
| 1Y | +8.3% | +28.0% | -19.7% | +4.9% |
| All | +11.1% | +360.2% | -349.1% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AHR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling