+18.3%
CCI vs EXPD
+308.0%
-289.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.6% |
| 7D | +0.2% | -0.9% | +1.1% | +0.4% |
| 30D | +0.5% | +4.1% | -3.6% | -0.6% |
| 3M | -16.3% | +13.8% | -30.0% | -19.4% |
| 6M | -13.9% | +27.3% | -41.2% | -20.0% |
| YTD | -12.4% | +25.4% | -37.9% | -18.9% |
| 1Y | -15.2% | +54.4% | -69.6% | -26.7% |
| 3Y | -9.9% | +67.9% | -77.7% | -25.6% |
| 5Y | -50.8% | +59.2% | -110.0% | -59.5% |
| 10Y | +18.3% | +308.6% | -290.3% | -27.0% |
| All | +18.3% | +308.0% | -289.7% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EXPD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling