+145.2%
CCL vs MP
+104.2%
+41.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.0% | +0.5% | -5.0% |
| 7D | +2.6% | -19.0% | +21.6% | +4.6% |
| 30D | +11.3% | -30.5% | +41.8% | +15.1% |
| 3M | +0.3% | -29.6% | +29.8% | +3.3% |
| 6M | +16.1% | -50.4% | +66.6% | +23.0% |
| YTD | -1.6% | -33.2% | +31.7% | +0.6% |
| 1Y | +11.8% | -38.6% | +50.3% | +14.6% |
| All | +145.2% | +104.2% | +41.0% | +94.4% |
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