+214.4%
CL vs APO
+1,753.5%
-1,539.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -2.2% | -1.0% | -1.2% | -2.1% |
| 30D | -4.8% | +3.5% | -8.3% | -5.2% |
| 3M | +4.9% | +4.5% | +0.4% | +4.3% |
| 6M | -5.7% | +22.8% | -28.5% | -7.9% |
| YTD | +14.4% | -6.5% | +20.9% | +14.6% |
| 1Y | +8.7% | +0.8% | +7.9% | +7.9% |
| 3Y | +30.0% | +62.0% | -32.0% | +19.3% |
| 5Y | +28.4% | +138.2% | -109.9% | +9.9% |
| 10Y | +50.1% | +940.3% | -890.2% | +1.6% |
| All | +214.4% | +1,753.5% | -1,539.1% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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