+1,095.7%
CCL vs MMM
+3,205.9%
-2,110.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.9% | +2.3% | +2.9% |
| 7D | +3.1% | +5.8% | -2.7% | -0.6% |
| 30D | +17.5% | +17.9% | -0.4% | +5.4% |
| 3M | +6.8% | +3.6% | +3.2% | +4.1% |
| 6M | +18.7% | +32.9% | -14.2% | -2.0% |
| YTD | +3.0% | +19.5% | -16.5% | -8.5% |
| 1Y | +17.7% | +16.5% | +1.2% | +6.1% |
| 3Y | +155.6% | +167.2% | -11.5% | +30.2% |
| 5Y | +30.2% | +48.2% | -18.0% | -2.3% |
| 10Y | -28.5% | +83.0% | -111.5% | -52.8% |
| All | +1,095.7% | +3,205.9% | -2,110.2% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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