-50.1%
CCI vs ITUB
+185.6%
-235.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.7% | -4.5% | -2.1% |
| 7D | -4.4% | +1.0% | -5.4% | -4.5% |
| 30D | +0.3% | +10.7% | -10.4% | -1.0% |
| 3M | -20.0% | +10.1% | -30.0% | -21.1% |
| 6M | -14.5% | -0.1% | -14.4% | -14.8% |
| YTD | -14.9% | +18.4% | -33.3% | -17.4% |
| 1Y | -17.7% | +31.3% | -48.9% | -21.4% |
| 3Y | -12.4% | +124.6% | -137.0% | -23.1% |
| 5Y | -50.1% | +192.0% | -242.1% | -58.6% |
| All | -50.1% | +185.6% | -235.8% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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