-5.8%
CCI vs AMRZ
-19.2%
+13.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.1% | +1.3% |
| 7D | +2.5% | -2.1% | +4.6% | +2.6% |
| 30D | +14.4% | +13.0% | +1.5% | +14.3% |
| 3M | +21.7% | -12.1% | +33.8% | +21.7% |
| 6M | +4.0% | -19.1% | +23.2% | +3.9% |
| YTD | +6.2% | -23.3% | +29.5% | +6.1% |
| 1Y | +5.4% | -16.6% | +22.0% | +5.0% |
| All | -5.8% | -19.2% | +13.4% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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