-50.1%
CCI vs INSM
+352.6%
-402.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.7% |
| 7D | -4.4% | +0.5% | -4.9% | -4.4% |
| 30D | +0.3% | -4.0% | +4.3% | +0.4% |
| 3M | -20.0% | +38.5% | -58.5% | -21.2% |
| 6M | -14.5% | -11.5% | -3.0% | -14.5% |
| YTD | -14.9% | -26.9% | +12.0% | -14.2% |
| 1Y | -17.7% | -12.8% | -4.9% | -17.8% |
| 3Y | -12.4% | +384.7% | -397.1% | -20.1% |
| 5Y | -50.1% | +368.8% | -418.9% | -56.6% |
| All | -50.1% | +352.6% | -402.8% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling