+948.3%
APH vs CCI
+65.8%
+882.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | +11.1% | -1.4% | +12.5% | +11.5% |
| 30D | -7.3% | +12.7% | -20.0% | -10.5% |
| 3M | -6.2% | +23.0% | -29.2% | -11.7% |
| 6M | +24.9% | +0.6% | +24.3% | +23.2% |
| YTD | +18.4% | +4.9% | +13.5% | +14.8% |
| 1Y | +13.0% | +0.7% | +12.3% | +10.9% |
| 3Y | +276.4% | +10.2% | +266.2% | +242.4% |
| 5Y | +296.4% | -36.4% | +332.9% | +345.9% |
| All | +948.3% | +65.8% | +882.5% | +785.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 10y: compounded portfolio wealth divided by compounded CCI 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…
10y analysis · Full analysis span regression · 6 months rolling