+21.3%
CCL vs MAS
+41.7%
-20.4%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.4% | -2.1% | -2.8% |
| 7D | +2.6% | +4.6% | -2.0% | -0.7% |
| 30D | +11.3% | +19.9% | -8.6% | -3.6% |
| 3M | +0.3% | +8.9% | -8.6% | -6.5% |
| 6M | +16.1% | +20.2% | -4.0% | -1.0% |
| YTD | -1.6% | +33.9% | -35.4% | -24.5% |
| 1Y | +11.8% | +34.7% | -22.9% | -14.8% |
| 3Y | +139.6% | +60.4% | +79.2% | +48.0% |
| 5Y | +21.3% | +43.5% | -22.2% | -27.2% |
| All | +21.3% | +41.7% | -20.4% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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