+1,315.7%
MU vs CCL
+5.2%
+1,310.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.1% |
| 7D | +9.0% | -5.0% | +14.0% | +11.0% |
| 30D | +13.8% | -20.3% | +34.2% | +23.4% |
| 3M | +2.1% | -15.1% | +17.2% | +7.9% |
| 6M | +153.8% | -15.1% | +168.9% | +165.5% |
| YTD | +256.4% | -21.8% | +278.2% | +281.8% |
| 1Y | +719.8% | -24.8% | +744.5% | +785.0% |
| 3Y | +1,360.4% | +51.9% | +1,308.5% | +1,088.4% |
| All | +1,315.7% | +5.2% | +1,310.5% | +1,133.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling