+21.9%
CCL vs MSFU
-2.2%
+24.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +13.5% | -6.2% | +6.5% |
| 7D | +11.6% | +8.2% | +3.4% | +11.1% |
| 30D | +22.5% | +10.2% | +12.3% | +21.9% |
| 3M | +6.4% | +22.9% | -16.5% | +5.4% |
| 6M | +23.4% | +63.2% | -39.8% | +20.6% |
| YTD | +4.2% | +11.7% | -7.5% | -5.7% |
| 1Y | +21.9% | -3.5% | +25.4% | +9.2% |
| All | +21.9% | -2.2% | +24.1% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling