+7.3%
CCI vs HUM
+51.1%
-43.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.6% | +6.5% |
| 7D | +5.0% | +1.6% | +3.5% | +4.9% |
| 30D | +36.4% | +3.5% | +32.9% | +35.4% |
| 3M | +20.4% | +15.5% | +4.9% | +19.0% |
| 6M | +4.9% | +76.2% | -71.3% | +1.5% |
| YTD | +7.8% | +64.5% | -56.8% | +5.1% |
| 1Y | +7.3% | +50.0% | -42.7% | +6.0% |
| All | +7.3% | +51.1% | -43.8% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling