+22.4%
CCI vs AEE
+191.1%
-168.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -0.3% | -0.8% | +0.5% | +0.2% |
| 30D | +2.2% | -2.9% | +5.1% | +4.2% |
| 3M | -16.9% | -2.4% | -14.5% | -15.7% |
| 6M | -11.5% | -2.7% | -8.8% | -10.2% |
| YTD | -12.8% | +7.3% | -20.1% | -16.9% |
| 1Y | -17.1% | +7.5% | -24.6% | -21.2% |
| 3Y | -9.6% | +46.2% | -55.8% | -30.1% |
| 5Y | -48.9% | +39.7% | -88.7% | -59.3% |
| All | +22.4% | +191.1% | -168.7% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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