+314.2%
CCL vs MDY
+2,594.0%
-2,279.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.2% |
| 7D | -1.2% | +2.3% | -3.4% | -3.7% |
| 30D | +13.1% | +2.0% | +11.1% | +10.8% |
| 3M | +3.4% | -5.6% | +9.0% | +11.2% |
| 6M | +18.7% | +1.3% | +17.4% | +18.1% |
| YTD | -2.3% | +12.3% | -14.6% | -12.8% |
| 1Y | +14.2% | +15.8% | -1.6% | -1.5% |
| 3Y | +133.6% | +56.5% | +77.1% | +47.3% |
| 5Y | +33.5% | +35.1% | -1.6% | +9.1% |
| 10Y | -32.8% | +167.4% | -200.2% | -68.2% |
| All | +314.2% | +2,594.0% | -2,279.7% | -74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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