+33.9%
CCL vs MSCI
+6.7%
+27.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.3% |
| 7D | -1.2% | +3.0% | -4.2% | -3.1% |
| 30D | +13.1% | +17.8% | -4.7% | +1.6% |
| 3M | +3.4% | +15.2% | -11.8% | -6.2% |
| 6M | +18.7% | +16.5% | +2.2% | +5.2% |
| YTD | -2.3% | +16.4% | -18.6% | -15.0% |
| 1Y | +14.2% | +16.8% | -2.6% | -0.8% |
| 3Y | +133.6% | +35.8% | +97.8% | +71.6% |
| All | +33.9% | +6.7% | +27.2% | +9.8% |
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