+145.1%
CCL vs MP
+114.3%
+30.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -5.0% | -0.5% |
| 7D | +2.6% | -10.5% | +13.1% | +3.6% |
| 30D | +13.1% | -23.5% | +36.7% | +15.9% |
| 3M | +3.3% | -25.4% | +28.7% | +5.9% |
| 6M | +8.7% | -51.3% | +60.0% | +15.3% |
| YTD | -1.6% | -29.9% | +28.3% | +0.1% |
| 1Y | +14.0% | -31.8% | +45.8% | +15.8% |
| 3Y | +145.1% | +127.0% | +18.2% | +93.4% |
| All | +145.1% | +114.3% | +30.8% | +93.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling