+7.3%
CCI vs AU
+42.5%
-35.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +8.0% | -1.5% | +6.1% |
| 7D | +5.0% | +0.8% | +4.3% | +4.9% |
| 30D | +36.4% | -7.0% | +43.3% | +36.5% |
| 3M | +20.4% | +8.5% | +11.9% | +20.6% |
| 6M | +4.9% | -1.3% | +6.2% | +5.3% |
| YTD | +7.8% | +6.8% | +1.0% | +5.5% |
| 1Y | +7.3% | +44.6% | -37.3% | -2.0% |
| All | +7.3% | +42.5% | -35.2% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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