+11.7%
CCI vs AFRM
+192.6%
-180.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.3% |
| 7D | +2.5% | -4.4% | +6.9% | +2.6% |
| 30D | +14.4% | -7.7% | +22.1% | +14.6% |
| 3M | +21.7% | -16.9% | +38.5% | +22.1% |
| 6M | +4.0% | +2.5% | +1.5% | +3.9% |
| YTD | +6.2% | -12.5% | +18.7% | +6.1% |
| 1Y | +5.4% | -11.0% | +16.4% | +5.3% |
| 3Y | +11.7% | +184.6% | -172.8% | -10.7% |
| All | +11.7% | +192.6% | -180.9% | -10.7% |
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