-23.2%
CCI vs BAM
+90.5%
-113.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -1.3% |
| 7D | +0.9% | +5.3% | -4.3% | -0.1% |
| 30D | +10.3% | +18.1% | -7.8% | +6.6% |
| 3M | +17.9% | +4.2% | +13.7% | +16.7% |
| 6M | -0.5% | +11.1% | -11.5% | -2.9% |
| YTD | +2.7% | +6.6% | -3.9% | +0.6% |
| 1Y | +3.1% | +6.2% | -3.1% | +1.1% |
| 3Y | +8.0% | +95.0% | -87.1% | -15.2% |
| All | -23.2% | +90.5% | -113.8% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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