+263.8%
CCI vs ACWI
+356.8%
-93.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.8% |
| 7D | -0.4% | +0.5% | -0.9% | -0.8% |
| 30D | +2.7% | +0.9% | +1.8% | +2.0% |
| 3M | -18.2% | +2.4% | -20.6% | -20.4% |
| 6M | -14.8% | +12.4% | -27.2% | -23.6% |
| YTD | -12.6% | +15.2% | -27.8% | -23.3% |
| 1Y | -16.7% | +22.7% | -39.5% | -30.9% |
| 3Y | -10.5% | +75.8% | -86.3% | -47.1% |
| 5Y | -51.4% | +67.7% | -119.1% | -70.3% |
| 10Y | +20.0% | +229.0% | -209.0% | -61.7% |
| All | +263.8% | +356.8% | -93.0% | -18.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling