+1,077.9%
CCI vs HDB
+3,812.1%
-2,734.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.7% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | +2.7% | -2.8% | +5.5% | +3.6% |
| 3M | -18.2% | -3.5% | -14.7% | -17.7% |
| 6M | -14.8% | -24.7% | +9.9% | -8.0% |
| YTD | -12.6% | -36.6% | +24.0% | -0.8% |
| 1Y | -16.7% | -34.4% | +17.6% | -6.6% |
| 3Y | -10.5% | -24.4% | +13.9% | -5.7% |
| 5Y | -51.4% | -35.4% | -16.1% | -47.4% |
| 10Y | +20.0% | +39.5% | -19.5% | -4.5% |
| All | +1,077.9% | +3,812.1% | -2,734.2% | +237.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling