+22.5%
CCI vs ALL
+359.1%
-336.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.1% |
| 7D | -0.3% | -2.2% | +2.0% | +0.6% |
| 30D | +2.1% | -5.6% | +7.7% | +4.2% |
| 3M | -17.8% | +17.2% | -35.1% | -22.8% |
| 6M | -14.2% | +23.2% | -37.4% | -20.9% |
| YTD | -13.3% | +23.6% | -36.9% | -20.6% |
| 1Y | -16.6% | +29.2% | -45.8% | -25.1% |
| 3Y | -10.8% | +153.8% | -164.6% | -40.0% |
| 5Y | -50.3% | +116.1% | -166.4% | -65.2% |
| 10Y | +22.5% | +364.8% | -342.3% | -30.6% |
| All | +22.5% | +359.1% | -336.6% | -30.6% |
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