-0.3%
CCI vs IOVA
+235.3%
-235.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.8% |
| 7D | +3.2% | -8.5% | +11.7% | +3.5% |
| 30D | +12.2% | -44.7% | +56.9% | +14.0% |
| 3M | +23.1% | +26.2% | -3.1% | +20.7% |
| 6M | +1.3% | +123.2% | -121.9% | -3.8% |
| YTD | +4.5% | +196.0% | -191.5% | -1.7% |
| All | -0.3% | +235.3% | -235.6% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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