+22.4%
CCI vs BB
+1.6%
+20.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +2.2% |
| 7D | -0.3% | -0.4% | +0.1% | -0.2% |
| 30D | +2.2% | -12.5% | +14.8% | +3.1% |
| 3M | -16.9% | -17.4% | +0.6% | -16.2% |
| 6M | -11.5% | +119.1% | -130.7% | -18.0% |
| YTD | -12.8% | +102.4% | -115.2% | -18.8% |
| 1Y | -17.1% | +98.2% | -115.3% | -22.8% |
| 3Y | -9.6% | +46.9% | -56.6% | -16.0% |
| 5Y | -48.9% | -26.4% | -22.6% | -51.0% |
| All | +22.4% | +1.6% | +20.8% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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