+11.7%
CCI vs HBM
+424.8%
-413.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.3% |
| 7D | +2.5% | +2.2% | +0.3% | +2.5% |
| 30D | +14.4% | -11.8% | +26.2% | +14.6% |
| 3M | +21.7% | -19.2% | +40.9% | +22.0% |
| 6M | +4.0% | -22.9% | +26.9% | +4.5% |
| YTD | +6.2% | +7.8% | -1.6% | +5.8% |
| 1Y | +5.4% | +34.9% | -29.5% | +4.6% |
| 3Y | +11.7% | +422.2% | -410.5% | -3.7% |
| All | +11.7% | +424.8% | -413.0% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling