-40.1%
CCI vs EXE
+182.2%
-222.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.5% | +2.6% |
| 7D | -0.3% | -3.1% | +2.9% | 0.0% |
| 30D | +2.2% | -0.9% | +3.1% | +2.3% |
| 3M | -16.9% | +9.6% | -26.4% | -17.7% |
| 6M | -11.5% | -11.6% | +0.1% | -10.6% |
| YTD | -12.8% | -12.6% | -0.3% | -12.0% |
| 1Y | -17.1% | +1.2% | -18.3% | -17.6% |
| 3Y | -9.6% | +18.0% | -27.7% | -12.6% |
| 5Y | -48.9% | +101.1% | -150.0% | -51.7% |
| All | -40.1% | +182.2% | -222.3% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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