+21.9%
CCL vs MRSH
+20.0%
+1.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.3% | +3.9% | +6.7% |
| 7D | +11.6% | +9.4% | +2.2% | +10.3% |
| 30D | +22.5% | +23.4% | -0.9% | +19.0% |
| 3M | +6.4% | +9.9% | -3.5% | +4.8% |
| 6M | +23.4% | +26.0% | -2.6% | +20.1% |
| YTD | +4.2% | +15.2% | -11.0% | +2.9% |
| 1Y | +21.9% | +18.4% | +3.5% | +18.1% |
| All | +21.9% | +20.0% | +1.9% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling