+22.5%
CCI vs ALK
-39.2%
+61.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | -0.3% | -3.0% | +2.7% | +0.1% |
| 30D | +2.1% | -14.6% | +16.7% | +3.9% |
| 3M | -17.8% | -10.6% | -7.3% | -17.2% |
| 6M | -14.2% | -6.7% | -7.5% | -14.4% |
| YTD | -13.3% | -19.8% | +6.4% | -12.2% |
| 1Y | -16.6% | -35.2% | +18.6% | -13.5% |
| 3Y | -10.8% | +1.4% | -12.2% | -15.9% |
| 5Y | -50.3% | -30.7% | -19.7% | -51.3% |
| 10Y | +22.5% | -37.4% | +59.9% | +8.7% |
| All | +22.5% | -39.2% | +61.7% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ALK 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling