+3,812.0%
MRK vs CCL
+813.5%
+2,998.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +1.3% | -5.0% | +6.4% | +2.0% |
| 30D | +17.1% | -20.3% | +37.5% | +20.5% |
| 3M | +25.9% | -15.1% | +41.0% | +28.1% |
| 6M | +26.8% | -15.1% | +41.9% | +28.5% |
| YTD | +44.9% | -21.8% | +66.7% | +48.0% |
| 1Y | +84.8% | -24.8% | +109.6% | +89.1% |
| 3Y | +50.1% | +51.9% | -1.8% | +36.1% |
| 5Y | +127.4% | +4.0% | +123.4% | +104.7% |
| 10Y | +240.0% | -42.2% | +282.2% | +192.8% |
| All | +3,812.0% | +813.5% | +2,998.5% | +1,685.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling