-1.1%
CCI vs AVTR
+5.6%
-6.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +2.5% | +0.5% | +2.1% | +2.4% |
| 30D | +14.4% | -1.0% | +15.4% | +14.5% |
| 3M | +21.7% | +12.2% | +9.5% | +18.7% |
| 6M | +4.0% | +97.5% | -93.4% | -9.8% |
| YTD | +6.2% | +35.6% | -29.4% | -1.3% |
| 1Y | +5.4% | +32.8% | -27.4% | -1.8% |
| 3Y | +11.7% | -16.5% | +28.2% | +10.3% |
| 5Y | -35.6% | -59.1% | +23.5% | -25.8% |
| All | -1.1% | +5.6% | -6.6% | -9.4% |
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