+65.4%
CCI vs APA
+4.1%
+61.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -0.5% |
| 7D | -3.4% | +5.1% | -8.4% | -3.7% |
| 30D | +9.9% | +0.3% | +9.6% | +9.9% |
| 3M | +22.7% | +15.6% | +7.0% | +21.5% |
| 6M | +0.8% | +28.9% | -28.1% | -0.9% |
| YTD | +4.1% | +96.6% | -92.4% | -0.4% |
| 1Y | -0.6% | +95.5% | -96.1% | -5.0% |
| 3Y | +9.4% | +41.8% | -32.4% | +5.5% |
| 5Y | -36.8% | +85.4% | -122.3% | -40.7% |
| 10Y | +65.4% | +4.5% | +60.9% | +44.3% |
| All | +65.4% | +4.1% | +61.3% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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