+1,110.1%
CCI vs BEN
+469.1%
+641.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +1.1% |
| 7D | +2.5% | +6.8% | -4.3% | -0.3% |
| 30D | +14.4% | +18.0% | -3.6% | +6.7% |
| 3M | +21.7% | +7.5% | +14.2% | +17.6% |
| 6M | +4.0% | +14.7% | -10.7% | -2.6% |
| YTD | +6.2% | +56.1% | -49.9% | -12.8% |
| 1Y | +5.4% | +69.6% | -64.2% | -16.4% |
| 3Y | +11.7% | +87.7% | -75.9% | -18.5% |
| 5Y | -35.6% | +28.6% | -64.3% | -46.4% |
| 10Y | +68.7% | +59.8% | +8.9% | +12.6% |
| All | +1,110.1% | +469.1% | +641.0% | +303.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling