-16.7%
CCI vs AVTR
+16.8%
-33.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.4% | -1.8% |
| 7D | -0.4% | +2.7% | -3.1% | -0.6% |
| 30D | +2.7% | +12.1% | -9.4% | +1.9% |
| 3M | -18.2% | +57.2% | -75.5% | -19.9% |
| 6M | -14.8% | +73.1% | -87.8% | -17.2% |
| YTD | -12.6% | +30.6% | -43.2% | -13.9% |
| 1Y | -16.7% | +13.5% | -30.2% | -16.2% |
| All | -16.7% | +16.8% | -33.5% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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