+22.4%
CCI vs GWW
+570.2%
-547.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.2% |
| 7D | -0.3% | -3.4% | +3.1% | +0.5% |
| 30D | +2.2% | -1.9% | +4.1% | +2.7% |
| 3M | -16.9% | -2.4% | -14.5% | -16.7% |
| 6M | -11.5% | +15.7% | -27.3% | -15.1% |
| YTD | -12.8% | +27.6% | -40.4% | -18.5% |
| 1Y | -17.1% | +27.2% | -44.3% | -22.5% |
| 3Y | -9.6% | +89.7% | -99.3% | -25.1% |
| 5Y | -48.9% | +223.9% | -272.9% | -63.1% |
| All | +22.4% | +570.2% | -547.7% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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