+19.6%
CCI vs IBN
+316.4%
-296.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.6% |
| 7D | -4.4% | -5.5% | +1.1% | -3.4% |
| 30D | +0.3% | -3.4% | +3.7% | +0.9% |
| 3M | -20.0% | +8.7% | -28.6% | -21.3% |
| 6M | -14.5% | +3.7% | -18.2% | -15.3% |
| YTD | -14.9% | -2.4% | -12.5% | -14.8% |
| 1Y | -17.7% | -8.1% | -9.6% | -16.7% |
| 3Y | -12.4% | +26.3% | -38.7% | -17.2% |
| 5Y | -50.1% | +54.9% | -105.1% | -55.0% |
| All | +19.6% | +316.4% | -296.8% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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