-29.4%
CCL vs MSCI
+809.1%
-838.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.6% |
| 7D | -1.5% | -1.9% | +0.3% | -0.4% |
| 30D | +16.5% | +16.5% | 0.0% | +6.5% |
| 3M | +11.2% | +18.2% | -7.0% | +0.4% |
| 6M | +22.6% | +14.0% | +8.6% | +11.7% |
| YTD | +2.6% | +16.6% | -14.0% | -9.1% |
| 1Y | +17.0% | +14.8% | +2.1% | +4.7% |
| 3Y | +145.5% | +33.3% | +112.3% | +94.8% |
| 5Y | +36.1% | +9.1% | +27.0% | +18.8% |
| 10Y | -29.4% | +820.4% | -849.8% | -76.7% |
| All | -29.4% | +809.1% | -838.6% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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