+22.5%
CCI vs GEN
+150.6%
-128.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -0.3% | -2.9% | +2.6% | +0.2% |
| 30D | +2.1% | +2.1% | +0.1% | +1.7% |
| 3M | -17.8% | +19.7% | -37.5% | -20.4% |
| 6M | -14.2% | +33.3% | -47.4% | -18.8% |
| YTD | -13.3% | +11.1% | -24.5% | -15.5% |
| 1Y | -16.6% | +3.0% | -19.6% | -17.7% |
| 3Y | -10.8% | +57.9% | -68.7% | -19.2% |
| 5Y | -50.3% | +20.6% | -70.9% | -53.8% |
| 10Y | +22.5% | +153.2% | -130.7% | +3.4% |
| All | +22.5% | +150.6% | -128.1% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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