+897.6%
CCI vs AEE
+881.1%
+16.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | +0.2% | +0.6% | -0.4% | -0.2% |
| 30D | +0.5% | -1.9% | +2.4% | +1.6% |
| 3M | -16.3% | +0.3% | -16.6% | -16.5% |
| 6M | -13.9% | -3.0% | -11.0% | -12.7% |
| YTD | -12.4% | +8.4% | -20.8% | -16.4% |
| 1Y | -15.2% | +9.8% | -25.0% | -19.7% |
| 3Y | -9.9% | +47.4% | -57.3% | -27.9% |
| 5Y | -50.8% | +38.9% | -89.7% | -59.3% |
| 10Y | +18.3% | +183.7% | -165.4% | -33.7% |
| All | +897.6% | +881.1% | +16.6% | +223.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling