+22.5%
CCI vs BN
+257.9%
-235.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.4% |
| 7D | -0.3% | -3.0% | +2.7% | +0.8% |
| 30D | +2.1% | -13.0% | +15.1% | +7.2% |
| 3M | -17.8% | -15.2% | -2.6% | -13.1% |
| 6M | -14.2% | -5.9% | -8.3% | -13.0% |
| YTD | -13.3% | -15.8% | +2.4% | -8.8% |
| 1Y | -16.6% | -12.2% | -4.4% | -13.9% |
| 3Y | -10.8% | +72.2% | -83.0% | -32.3% |
| 5Y | -50.3% | +33.2% | -83.5% | -59.2% |
| 10Y | +22.5% | +264.7% | -242.2% | -34.2% |
| All | +22.5% | +257.9% | -235.4% | -34.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling