-49.3%
CCI vs AMCR
-12.3%
-37.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +2.9% |
| 7D | -0.3% | -6.3% | +6.0% | +1.9% |
| 30D | +2.2% | -7.8% | +10.0% | +5.0% |
| 3M | -16.9% | +7.5% | -24.4% | -19.5% |
| 6M | -11.5% | +2.7% | -14.2% | -13.4% |
| YTD | -12.8% | +6.0% | -18.9% | -16.1% |
| 1Y | -17.1% | +7.8% | -24.9% | -20.9% |
| 3Y | -9.6% | +5.8% | -15.4% | -15.5% |
| All | -49.3% | -12.3% | -37.0% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 5y: compounded portfolio wealth divided by compounded AMCR 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…
5y analysis · Full analysis span regression · 6 months rolling