+66.0%
CCI vs HDB
+64.1%
+1.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.6% |
| 7D | +3.2% | +12.7% | -9.5% | +0.2% |
| 30D | +12.2% | +16.6% | -4.4% | +8.0% |
| 3M | +23.1% | +10.8% | +12.4% | +19.9% |
| 6M | +1.3% | +3.8% | -2.6% | -0.3% |
| YTD | +4.5% | -28.9% | +33.4% | +12.6% |
| 1Y | +2.3% | -28.0% | +30.3% | +9.9% |
| 3Y | +9.8% | -7.2% | +17.0% | +8.7% |
| 5Y | -36.5% | -22.2% | -14.3% | -35.3% |
| All | +66.0% | +64.1% | +1.9% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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