-20.7%
CCI vs AVTR
+1.1%
-21.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -4.4% | -2.0% | -2.3% | -4.0% |
| 30D | +0.3% | +8.1% | -7.7% | -1.2% |
| 3M | -20.0% | +54.2% | -74.2% | -26.8% |
| 6M | -14.5% | +82.6% | -97.1% | -24.8% |
| YTD | -14.9% | +29.8% | -44.7% | -20.1% |
| 1Y | -17.7% | +18.0% | -35.7% | -22.3% |
| 3Y | -12.4% | -26.4% | +14.1% | -10.8% |
| 5Y | -50.1% | -64.8% | +14.7% | -40.6% |
| All | -20.7% | +1.1% | -21.8% | -26.6% |
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