+776.5%
CCL vs MRSH
+3,262.1%
-2,485.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.1% | -1.0% |
| 7D | -4.4% | -5.9% | +1.5% | -1.2% |
| 30D | -18.2% | -7.3% | -10.9% | -14.8% |
| 3M | -17.7% | +7.4% | -25.2% | -21.4% |
| 6M | -13.0% | -0.7% | -12.3% | -14.3% |
| YTD | -24.5% | -3.2% | -21.3% | -24.7% |
| 1Y | -26.9% | -10.6% | -16.3% | -24.1% |
| 3Y | +50.8% | -4.6% | +55.3% | +48.9% |
| 5Y | -0.9% | +19.3% | -20.2% | -12.4% |
| 10Y | -41.7% | +217.3% | -258.9% | -67.4% |
| All | +776.5% | +3,262.1% | -2,485.6% | +63.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling