+325.3%
ASX vs CCI
+6.3%
+319.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.0% | +6.0% |
| 7D | -19.9% | -0.1% | -19.8% | -19.9% |
| 30D | -30.9% | +28.4% | -59.3% | -27.5% |
| 3M | -15.1% | +20.0% | -35.1% | -12.3% |
| 6M | -6.5% | +0.8% | -7.2% | -5.6% |
| YTD | +98.4% | +3.6% | +94.8% | +101.0% |
| 1Y | +107.9% | +6.1% | +101.8% | +111.4% |
| 3Y | +325.3% | +7.2% | +318.1% | +310.1% |
| All | +325.3% | +6.3% | +319.0% | +310.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling