-17.7%
CCI vs EXEL
+50.0%
-67.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.7% |
| 7D | -4.4% | -2.9% | -1.5% | -4.4% |
| 30D | +0.3% | +11.9% | -11.6% | +0.2% |
| 3M | -20.0% | +9.2% | -29.2% | -20.2% |
| 6M | -14.5% | +39.1% | -53.6% | -15.4% |
| YTD | -14.9% | +31.0% | -45.9% | -15.6% |
| 1Y | -17.7% | +52.3% | -70.0% | -19.0% |
| All | -17.7% | +50.0% | -67.7% | -19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling