-41.7%
CCL vs MDT
+38.9%
-80.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.6% | -1.6% |
| 7D | -4.4% | -0.3% | -4.1% | -4.1% |
| 30D | -18.2% | +2.8% | -21.0% | -20.6% |
| 3M | -17.7% | +13.1% | -30.8% | -27.8% |
| 6M | -13.0% | +2.3% | -15.3% | -16.0% |
| YTD | -24.5% | -2.7% | -21.8% | -24.1% |
| 1Y | -26.9% | +0.9% | -27.8% | -29.7% |
| 3Y | +50.8% | +26.8% | +23.9% | +10.5% |
| 5Y | -0.9% | -19.5% | +18.5% | +18.9% |
| 10Y | -41.7% | +40.6% | -82.3% | -52.4% |
| All | -41.7% | +38.9% | -80.5% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 10y: compounded portfolio wealth divided by compounded MDT 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…
10y analysis · Full analysis span regression · 6 months rolling