-36.4%
CCI vs ACWI
+60.2%
-96.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | -1.4% | +2.7% | -4.1% | -2.8% |
| 30D | +12.7% | -2.6% | +15.3% | +14.2% |
| 3M | +23.0% | -3.2% | +26.2% | +25.1% |
| 6M | +0.6% | +1.9% | -1.3% | -0.9% |
| YTD | +4.9% | +11.3% | -6.5% | -2.2% |
| 1Y | +0.7% | +11.7% | -11.0% | -6.3% |
| 3Y | +10.2% | +74.4% | -64.2% | -27.1% |
| 5Y | -36.4% | +59.5% | -95.9% | -55.7% |
| All | -36.4% | +60.2% | -96.6% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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