-30.8%
CCL vs MSCI
+789.3%
-820.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.7% | +1.8% |
| 7D | +3.1% | +2.8% | +0.3% | +1.6% |
| 30D | +13.7% | +15.4% | -1.7% | +4.6% |
| 3M | +3.8% | +13.4% | -9.6% | -3.9% |
| 6M | +9.3% | +10.9% | -1.6% | +1.2% |
| YTD | -1.1% | +13.0% | -14.1% | -10.7% |
| 1Y | +14.6% | +12.0% | +2.5% | +4.0% |
| 3Y | +146.4% | +34.1% | +112.3% | +94.5% |
| 5Y | +21.9% | +3.9% | +18.0% | +9.4% |
| All | -30.8% | +789.3% | -820.2% | -76.3% |
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