+21.7%
CCI vs EXEL
+393.9%
-372.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -1.1% |
| 7D | -0.3% | -0.3% | +0.1% | -0.2% |
| 30D | +2.1% | +10.1% | -8.0% | +1.2% |
| 3M | -17.8% | +10.1% | -27.9% | -18.7% |
| 6M | -14.2% | +37.7% | -51.8% | -16.9% |
| YTD | -13.3% | +33.1% | -46.4% | -16.0% |
| 1Y | -16.6% | +52.4% | -69.0% | -20.3% |
| 3Y | -10.8% | +163.8% | -174.6% | -20.3% |
| 5Y | -50.3% | +198.5% | -248.8% | -56.5% |
| All | +21.7% | +393.9% | -372.2% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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