+1.4%
CCL vs MSCI
-6.7%
+8.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -5.0% | +0.4% | -5.4% | -5.3% |
| 30D | -20.3% | +0.6% | -20.9% | -20.8% |
| 3M | -15.1% | -7.1% | -8.1% | -12.2% |
| 6M | -15.1% | +0.8% | -15.9% | -17.5% |
| YTD | -21.8% | +1.0% | -22.8% | -25.0% |
| 1Y | -24.8% | +4.3% | -29.1% | -30.2% |
| 3Y | +51.9% | +9.9% | +41.9% | +31.8% |
| All | +1.4% | -6.7% | +8.1% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling