+7.2%
CCI vs AFRM
+203.8%
-196.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -2.5% |
| 7D | -0.1% | -7.3% | +7.2% | +0.1% |
| 30D | +28.4% | -9.6% | +37.9% | +28.7% |
| 3M | +20.0% | -11.1% | +31.0% | +20.2% |
| 6M | +0.8% | +3.9% | -3.1% | +0.6% |
| YTD | +3.6% | -8.5% | +12.1% | +3.4% |
| 1Y | +6.1% | +3.3% | +2.8% | +5.6% |
| 3Y | +7.2% | +213.7% | -206.5% | -8.1% |
| All | +7.2% | +203.8% | -196.6% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling