-4.1%
CCL vs MSCI
+3,095.4%
-3,099.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.2% | +1.1% |
| 7D | +2.6% | +2.8% | -0.2% | +1.3% |
| 30D | +13.1% | +15.4% | -2.3% | +5.4% |
| 3M | +3.3% | +13.4% | -10.1% | -3.2% |
| 6M | +8.7% | +10.9% | -2.2% | +2.0% |
| YTD | -1.6% | +13.0% | -14.6% | -9.5% |
| 1Y | +14.0% | +12.0% | +1.9% | +5.4% |
| 3Y | +145.1% | +34.1% | +111.1% | +103.4% |
| 5Y | +21.2% | +3.9% | +17.3% | +14.1% |
| 10Y | -29.8% | +802.0% | -831.8% | -75.5% |
| All | -4.1% | +3,095.4% | -3,099.4% | -81.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling