+64.7%
CCI vs ALL
+372.0%
-307.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.2% | +0.7% |
| 7D | +3.2% | -0.1% | +3.3% | +3.3% |
| 30D | +12.2% | +13.8% | -1.6% | +6.9% |
| 3M | +23.1% | -2.8% | +25.9% | +24.0% |
| 6M | +1.3% | +23.7% | -22.4% | -7.0% |
| YTD | +4.5% | +27.3% | -22.8% | -5.5% |
| 1Y | +2.3% | +30.5% | -28.2% | -8.5% |
| 3Y | +9.8% | +113.0% | -103.2% | -20.8% |
| 5Y | -36.5% | +157.6% | -194.1% | -59.0% |
| 10Y | +64.7% | +368.4% | -303.7% | -5.4% |
| All | +64.7% | +372.0% | -307.3% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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