+49.0%
MRK vs CCL
+48.2%
+0.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | -0.5% |
| 7D | -2.7% | -4.4% | +1.7% | -2.4% |
| 30D | +12.7% | -18.2% | +30.9% | +14.0% |
| 3M | +24.2% | -17.7% | +42.0% | +25.4% |
| 6M | +27.8% | -13.0% | +40.8% | +28.3% |
| YTD | +42.2% | -24.5% | +66.7% | +43.7% |
| 1Y | +80.2% | -26.9% | +107.1% | +82.0% |
| All | +49.0% | +48.2% | +0.8% | +44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling