+69.3%
CCI vs DAR
+311.7%
-242.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +1.1% |
| 7D | +2.5% | +11.6% | -9.0% | +0.8% |
| 30D | +14.4% | -10.2% | +24.7% | +16.1% |
| 3M | +21.7% | -14.8% | +36.5% | +24.2% |
| 6M | +4.0% | -10.1% | +14.1% | +5.0% |
| YTD | +6.2% | +55.5% | -49.3% | -1.9% |
| 1Y | +5.4% | +61.7% | -56.3% | -3.3% |
| 3Y | +11.7% | +37.2% | -25.4% | +2.3% |
| 5Y | -35.6% | -26.9% | -8.7% | -35.5% |
| All | +69.3% | +311.7% | -242.4% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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