-2.3%
CCI vs AVTR
+6.1%
-8.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.8% |
| 7D | -1.4% | +3.2% | -4.6% | -2.0% |
| 30D | +12.7% | +0.5% | +12.3% | +12.5% |
| 3M | +23.0% | +12.1% | +10.9% | +20.1% |
| 6M | +0.6% | +91.2% | -90.6% | -12.2% |
| YTD | +4.9% | +36.3% | -31.4% | -2.6% |
| 1Y | +0.7% | +35.2% | -34.6% | -6.6% |
| 3Y | +10.2% | -15.8% | +26.1% | +8.6% |
| 5Y | -36.4% | -58.9% | +22.5% | -26.8% |
| All | -2.3% | +6.1% | -8.4% | -10.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling