+7.3%
CCI vs INSM
-40.6%
+47.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.3% | +1.1% | +6.3% |
| 7D | +5.0% | +13.4% | -8.4% | +4.8% |
| 30D | +36.4% | +5.9% | +30.4% | +36.2% |
| 3M | +20.4% | +11.4% | +9.0% | +19.7% |
| 6M | +4.9% | -21.4% | +26.3% | +5.2% |
| YTD | +7.8% | -36.8% | +44.6% | +8.7% |
| 1Y | +7.3% | -39.8% | +47.1% | +7.2% |
| All | +7.3% | -40.6% | +47.9% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 INSM 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