-28.5%
CCL vs MSCI
+799.4%
-827.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.3% | +3.7% |
| 7D | +3.1% | +1.5% | +1.6% | +2.3% |
| 30D | +17.5% | +14.4% | +3.1% | +8.7% |
| 3M | +6.8% | +15.2% | -8.4% | -2.0% |
| 6M | +18.7% | +11.2% | +7.5% | +9.8% |
| YTD | +3.0% | +13.9% | -10.9% | -7.5% |
| 1Y | +17.7% | +12.5% | +5.2% | +6.7% |
| 3Y | +155.6% | +32.3% | +123.3% | +103.6% |
| 5Y | +30.2% | +4.9% | +25.3% | +16.2% |
| 10Y | -28.5% | +779.7% | -808.2% | -75.6% |
| All | -28.5% | +799.4% | -827.9% | -75.6% |
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