+69.3%
CCI vs APTV
-27.4%
+96.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.3% |
| 7D | +2.5% | -1.7% | +4.3% | +2.8% |
| 30D | +14.4% | -11.6% | +26.0% | +16.3% |
| 3M | +21.7% | -21.2% | +42.9% | +25.6% |
| 6M | +4.0% | -28.5% | +32.5% | +7.6% |
| YTD | +6.2% | -49.1% | +55.3% | +15.2% |
| 1Y | +5.4% | -52.2% | +57.6% | +15.4% |
| 3Y | +11.7% | -48.6% | +60.4% | +18.3% |
| 5Y | -35.6% | -77.3% | +41.6% | -23.8% |
| All | +69.3% | -27.4% | +96.6% | +71.9% |
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