+944.2%
APH vs CCI
+64.7%
+879.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +0.4% | -3.4% | +3.8% | +1.2% |
| 30D | -8.0% | +9.9% | -17.9% | -10.5% |
| 3M | -5.0% | +22.7% | -27.7% | -10.6% |
| 6M | +29.9% | +0.8% | +29.1% | +28.0% |
| YTD | +18.0% | +4.1% | +13.8% | +14.5% |
| 1Y | +11.3% | -0.6% | +12.0% | +9.6% |
| 3Y | +274.9% | +9.4% | +265.5% | +241.7% |
| 5Y | +300.6% | -36.8% | +337.4% | +351.3% |
| All | +944.2% | +64.7% | +879.5% | +783.6% |
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