+7.3%
CCI vs APTV
-46.4%
+53.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.6% | +1.8% | +6.5% |
| 7D | +5.0% | -1.9% | +6.9% | +4.9% |
| 30D | +36.4% | -1.4% | +37.8% | +36.3% |
| 3M | +20.4% | -9.3% | +29.8% | +20.1% |
| 6M | +4.9% | -27.3% | +32.2% | +3.1% |
| YTD | +7.8% | -43.1% | +50.9% | +6.6% |
| 1Y | +7.3% | -46.5% | +53.8% | +6.7% |
| All | +7.3% | -46.4% | +53.7% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1y: compounded portfolio wealth divided by compounded APTV 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…
1y analysis · Full analysis span regression · 6 months rolling