+259.3%
CCL vs MCK
+6,818.8%
-6,559.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.2% |
| 7D | -3.2% | -2.9% | -0.3% | -2.4% |
| 30D | -17.8% | +0.4% | -18.2% | -17.9% |
| 3M | -18.7% | +12.1% | -30.8% | -21.6% |
| 6M | -11.4% | -5.4% | -6.0% | -10.7% |
| YTD | -24.3% | +7.8% | -32.1% | -27.0% |
| 1Y | -28.8% | +22.9% | -51.8% | -34.1% |
| 3Y | +49.3% | +110.7% | -61.4% | +14.6% |
| 5Y | +1.6% | +346.2% | -344.6% | -38.7% |
| 10Y | -41.5% | +440.1% | -481.7% | -67.6% |
| All | +259.3% | +6,818.8% | -6,559.5% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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