-22.1%
CCI vs BAM
+84.8%
-107.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -3.4% | -2.9% | -0.5% | -2.8% |
| 30D | +9.9% | +14.7% | -4.7% | +6.9% |
| 3M | +22.7% | -4.1% | +26.8% | +23.4% |
| 6M | +0.8% | +9.6% | -8.8% | -1.4% |
| YTD | +4.1% | +3.4% | +0.7% | +2.6% |
| 1Y | -0.6% | +1.0% | -1.7% | -1.7% |
| 3Y | +9.4% | +88.2% | -78.8% | -13.4% |
| All | -22.1% | +84.8% | -107.0% | -38.8% |
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