-35.8%
CCI vs AFRM
-20.7%
-15.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +0.2% | +3.1% | -2.9% | 0.0% |
| 30D | +0.5% | -4.2% | +4.7% | +0.7% |
| 3M | -16.3% | +10.1% | -26.4% | -16.9% |
| 6M | -13.9% | +39.4% | -53.4% | -16.0% |
| YTD | -12.4% | -3.2% | -9.3% | -12.9% |
| 1Y | -15.2% | -16.1% | +0.9% | -15.2% |
| 3Y | -9.9% | +220.8% | -230.7% | -21.5% |
| 5Y | -50.8% | -17.7% | -33.2% | -58.0% |
| All | -35.8% | -20.7% | -15.0% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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