-10.7%
CCI vs AMC
-79.6%
+68.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.3% | -6.2% | -2.0% |
| 7D | -0.4% | +2.3% | -2.7% | -0.5% |
| 30D | +2.7% | -0.7% | +3.4% | +2.7% |
| 3M | -18.2% | +35.2% | -53.4% | -19.3% |
| 6M | -14.8% | +124.6% | -139.4% | -17.3% |
| YTD | -12.6% | +69.9% | -82.5% | -14.7% |
| 1Y | -16.7% | -2.6% | -14.2% | -17.9% |
| All | -10.7% | -79.6% | +68.9% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling