+22.5%
CCI vs EIX
+19.9%
+2.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.1% | +0.1% |
| 7D | -0.3% | +4.1% | -4.3% | -1.7% |
| 30D | +2.1% | -15.3% | +17.5% | +6.2% |
| 3M | -17.8% | -18.4% | +0.6% | -13.5% |
| 6M | -14.2% | -16.8% | +2.7% | -10.5% |
| YTD | -13.3% | -0.6% | -12.8% | -15.8% |
| 1Y | -16.6% | +10.7% | -27.3% | -22.5% |
| 3Y | -10.8% | -4.5% | -6.3% | -14.0% |
| 5Y | -50.3% | +24.0% | -74.4% | -56.8% |
| 10Y | +22.5% | +22.9% | -0.4% | -2.9% |
| All | +22.5% | +19.9% | +2.6% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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