+22.5%
CCI vs HDB
+32.4%
-9.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.7% | -0.6% |
| 7D | -0.3% | -4.9% | +4.6% | +0.9% |
| 30D | +2.1% | -5.8% | +8.0% | +3.6% |
| 3M | -17.8% | -5.2% | -12.6% | -17.2% |
| 6M | -14.2% | -25.7% | +11.5% | -8.4% |
| YTD | -13.3% | -39.6% | +26.2% | -2.7% |
| 1Y | -16.6% | -36.9% | +20.3% | -7.5% |
| 3Y | -10.8% | -29.7% | +18.9% | -5.2% |
| 5Y | -50.3% | -37.8% | -12.6% | -46.4% |
| 10Y | +22.5% | +33.7% | -11.2% | +5.2% |
| All | +22.5% | +32.4% | -9.9% | +5.2% |
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