+106.2%
CCI vs AMC
-97.7%
+203.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.9% | -4.5% | -2.6% |
| 7D | -0.1% | +2.6% | -2.7% | -0.1% |
| 30D | +28.4% | +9.0% | +19.4% | +28.2% |
| 3M | +20.0% | +22.2% | -2.2% | +19.6% |
| 6M | +0.8% | +91.5% | -90.7% | -0.5% |
| YTD | +3.6% | +101.3% | -97.7% | +2.1% |
| 1Y | +6.1% | +20.8% | -14.7% | +5.3% |
| 3Y | +7.2% | -71.3% | +78.5% | +7.4% |
| 5Y | -37.0% | -99.2% | +62.3% | -35.6% |
| 10Y | +54.2% | -98.7% | +152.9% | +61.1% |
| All | +106.2% | -97.7% | +203.9% | +97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling