-25.3%
CCL vs MSFU
-18.4%
-6.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.3% |
| 7D | -0.1% | -3.2% | +3.0% | -0.1% |
| 30D | -20.0% | -3.1% | -16.8% | -19.9% |
| 3M | -13.7% | +35.3% | -48.9% | -14.6% |
| 6M | -9.0% | +31.6% | -40.6% | -11.7% |
| YTD | -22.8% | -9.5% | -13.3% | -29.7% |
| 1Y | -25.3% | -18.4% | -6.9% | -32.2% |
| All | -25.3% | -18.4% | -6.9% | -32.2% |
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