+7.3%
CCI vs BN
-3.9%
+11.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.1% | +0.4% | +4.7% |
| 7D | +5.0% | +12.0% | -6.9% | +1.8% |
| 30D | +36.4% | +17.0% | +19.4% | +30.6% |
| 3M | +20.4% | -3.2% | +23.6% | +20.8% |
| 6M | +4.9% | -3.9% | +8.8% | +5.1% |
| YTD | +7.8% | -5.6% | +13.4% | +8.8% |
| 1Y | +7.3% | -4.7% | +12.0% | +7.5% |
| All | +7.3% | -3.9% | +11.2% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling