+363.2%
CCI vs INSM
-21.9%
+385.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.2% |
| 7D | +0.2% | +2.8% | -2.6% | 0.0% |
| 30D | +0.5% | -4.7% | +5.2% | +0.7% |
| 3M | -16.3% | +32.6% | -48.9% | -17.6% |
| 6M | -13.9% | -10.9% | -3.1% | -14.0% |
| YTD | -12.4% | -28.2% | +15.8% | -11.7% |
| 1Y | -15.2% | -14.9% | -0.3% | -15.3% |
| 3Y | -9.9% | +375.6% | -385.5% | -19.2% |
| 5Y | -50.8% | +349.1% | -399.9% | -56.3% |
| 10Y | +18.3% | +796.6% | -778.3% | -3.4% |
| All | +363.2% | -21.9% | +385.1% | +215.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling