-22.5%
CCI vs BAM
+86.2%
-108.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.8% |
| 7D | -0.1% | +9.7% | -9.8% | -1.9% |
| 30D | +28.4% | +19.0% | +9.4% | +24.0% |
| 3M | +20.0% | +0.6% | +19.4% | +19.6% |
| 6M | +0.8% | +11.1% | -10.3% | -1.7% |
| YTD | +3.6% | +4.2% | -0.6% | +2.0% |
| 1Y | +6.1% | +3.3% | +2.8% | +4.5% |
| 3Y | +7.2% | +88.8% | -81.6% | -15.1% |
| All | -22.5% | +86.2% | -108.8% | -39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling