+7.3%
CCI vs FND
-10.3%
+17.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +10.9% | -4.5% | +5.3% |
| 7D | +5.0% | +12.3% | -7.3% | +3.8% |
| 30D | +36.4% | +14.7% | +21.6% | +34.4% |
| 3M | +20.4% | -12.0% | +32.4% | +21.6% |
| 6M | +4.9% | +10.8% | -5.9% | +2.7% |
| YTD | +7.8% | -12.3% | +20.1% | +11.7% |
| 1Y | +7.3% | -13.4% | +20.7% | +11.0% |
| All | +7.3% | -10.3% | +17.6% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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