+3.5%
CCL vs MET
+82.8%
-79.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | +0.8% |
| 7D | -0.1% | +1.1% | -1.3% | -1.4% |
| 30D | -20.0% | -2.3% | -17.7% | -18.2% |
| 3M | -13.7% | +13.9% | -27.5% | -24.6% |
| 6M | -9.0% | +34.8% | -43.8% | -32.4% |
| YTD | -22.8% | +23.5% | -46.4% | -37.8% |
| 1Y | -25.3% | +23.4% | -48.7% | -40.1% |
| 3Y | +54.1% | +64.9% | -10.8% | -9.8% |
| 5Y | +3.5% | +82.0% | -78.6% | -45.3% |
| All | +3.5% | +82.8% | -79.3% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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