+81.8%
CCL vs MP
+271.0%
-189.2%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -1.5% | +2.3% | -3.8% | -2.0% |
| 30D | +16.5% | -15.3% | +31.7% | +20.3% |
| 3M | +11.2% | -33.5% | +44.7% | +20.4% |
| 6M | +22.6% | -45.5% | +68.1% | +36.6% |
| YTD | +2.6% | -27.3% | +29.9% | +4.9% |
| 1Y | +17.0% | -40.7% | +57.7% | +24.3% |
| 3Y | +145.5% | +145.9% | -0.3% | +47.9% |
| 5Y | +36.1% | -13.9% | +50.0% | +11.1% |
| All | +81.8% | +271.0% | -189.2% | -13.8% |
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