+75.3%
CCL vs MP
+257.7%
-182.4%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.9% | -4.5% | -0.6% |
| 7D | +3.1% | -10.5% | +13.6% | +5.4% |
| 30D | +13.7% | -23.5% | +37.2% | +20.0% |
| 3M | +3.8% | -25.4% | +29.2% | +9.5% |
| 6M | +9.3% | -51.3% | +60.5% | +24.7% |
| YTD | -1.1% | -29.9% | +28.8% | +2.0% |
| 1Y | +14.6% | -31.8% | +46.4% | +17.6% |
| 3Y | +146.4% | +127.0% | +19.4% | +51.6% |
| 5Y | +21.9% | -3.3% | +25.1% | -3.0% |
| All | +75.3% | +257.7% | -182.4% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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