+3,767.8%
MRK vs CCL
+1,041.5%
+2,726.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.6% |
| 7D | +0.7% | -1.2% | +1.9% | +0.8% |
| 30D | +0.3% | +13.1% | -12.9% | -1.4% |
| 3M | +9.7% | +3.4% | +6.3% | +8.9% |
| 6M | +32.0% | +18.7% | +13.2% | +28.2% |
| YTD | +43.3% | -2.3% | +45.5% | +41.9% |
| 1Y | +63.7% | +14.2% | +49.5% | +58.6% |
| 3Y | +58.0% | +133.6% | -75.6% | +35.3% |
| 5Y | +105.0% | +33.5% | +71.5% | +78.8% |
| 10Y | +228.6% | -32.8% | +261.4% | +178.6% |
| All | +3,767.8% | +1,041.5% | +2,726.3% | +1,612.0% |
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