+56.5%
CCI vs AMC
-98.6%
+155.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.3% | -9.1% | -1.0% |
| 7D | +0.9% | +6.6% | -5.7% | +0.8% |
| 30D | +10.3% | +14.1% | -3.8% | +10.1% |
| 3M | +17.9% | +31.3% | -13.4% | +17.4% |
| 6M | -0.5% | +126.7% | -127.1% | -1.8% |
| YTD | +2.7% | +117.9% | -115.2% | +1.3% |
| 1Y | +3.1% | +41.1% | -37.9% | +2.2% |
| 3Y | +8.0% | -61.0% | +68.9% | +7.7% |
| 5Y | -37.8% | -99.1% | +61.4% | -36.7% |
| 10Y | +56.5% | -98.7% | +155.2% | +57.8% |
| All | +56.5% | -98.6% | +155.1% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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