+74.7%
MRK vs CCL
-26.6%
+101.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.8% | -0.6% |
| 7D | -4.3% | -3.2% | -1.0% | -4.0% |
| 30D | +8.3% | -17.8% | +26.1% | +10.0% |
| 3M | +20.0% | -18.7% | +38.7% | +21.7% |
| 6M | +25.7% | -11.4% | +37.1% | +26.0% |
| YTD | +38.7% | -24.3% | +63.1% | +40.4% |
| 1Y | +74.7% | -28.8% | +103.5% | +66.1% |
| All | +74.7% | -26.6% | +101.3% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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