+55.4%
CCL vs MSCI
+10.6%
+44.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -5.0% | +0.4% | -5.4% | -5.2% |
| 30D | -20.3% | +0.6% | -20.9% | -20.6% |
| 3M | -15.1% | -7.1% | -8.1% | -13.0% |
| 6M | -15.1% | +0.8% | -15.9% | -16.8% |
| YTD | -21.8% | +1.0% | -22.8% | -24.0% |
| 1Y | -24.8% | +4.3% | -29.1% | -28.8% |
| All | +55.4% | +10.6% | +44.8% | +37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling