+895.8%
CCI vs GEN
+2,801.6%
-1,905.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.3% |
| 7D | -0.4% | -1.2% | +0.8% | -0.1% |
| 30D | +2.7% | +10.1% | -7.4% | +0.1% |
| 3M | -18.2% | +16.1% | -34.3% | -21.6% |
| 6M | -14.8% | +38.9% | -53.6% | -22.6% |
| YTD | -12.6% | +14.4% | -27.0% | -16.7% |
| 1Y | -16.7% | +5.9% | -22.6% | -19.1% |
| 3Y | -10.5% | +58.8% | -69.3% | -23.4% |
| 5Y | -51.4% | +24.7% | -76.1% | -56.6% |
| 10Y | +20.0% | +163.1% | -143.0% | -19.3% |
| All | +895.8% | +2,801.6% | -1,905.8% | +183.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling