+22.4%
CCI vs APTV
-16.1%
+38.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.4% |
| 7D | -0.3% | -5.0% | +4.7% | +0.4% |
| 30D | +2.2% | -6.1% | +8.3% | +3.0% |
| 3M | -16.9% | -33.0% | +16.1% | -12.4% |
| 6M | -11.5% | -35.2% | +23.7% | -6.9% |
| YTD | -12.8% | -40.1% | +27.3% | -7.4% |
| 1Y | -17.1% | -45.6% | +28.5% | -10.7% |
| 3Y | -9.6% | -54.4% | +44.7% | -1.8% |
| 5Y | -48.9% | -68.9% | +20.0% | -42.3% |
| All | +22.4% | -16.1% | +38.5% | +19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling