+249.3%
HL vs CCL
+1.3%
+248.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.4% |
| 7D | +0.4% | -4.4% | +4.8% | +1.4% |
| 30D | +18.8% | -18.2% | +37.0% | +24.3% |
| 3M | +43.7% | -17.7% | +61.4% | +50.0% |
| 6M | -1.0% | -13.0% | +12.0% | +1.7% |
| YTD | +8.7% | -24.5% | +33.2% | +14.6% |
| 1Y | +105.0% | -26.9% | +131.9% | +116.7% |
| 3Y | +427.3% | +50.8% | +376.5% | +356.9% |
| 5Y | +249.3% | -0.9% | +250.2% | +183.0% |
| All | +249.3% | +1.3% | +248.0% | +183.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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