-28.8%
CCL vs MGY
+19.0%
-47.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.1% | +1.3% |
| 7D | -3.2% | +3.5% | -6.8% | -1.6% |
| 30D | -17.8% | +5.3% | -23.1% | -15.5% |
| 3M | -18.7% | +2.6% | -21.3% | -16.5% |
| 6M | -11.4% | -3.3% | -8.1% | -12.4% |
| YTD | -24.3% | +29.2% | -53.5% | -28.8% |
| 1Y | -28.8% | +18.0% | -46.8% | -31.2% |
| All | -28.8% | +19.0% | -47.8% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 1y: compounded portfolio wealth divided by compounded MGY 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…
1y analysis · Full analysis span regression · 6 months rolling