+18.3%
CCI vs KEY
+167.0%
-148.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +1.9% | +0.4% |
| 7D | +0.2% | +2.7% | -2.6% | -0.2% |
| 30D | +0.5% | -3.2% | +3.7% | +1.0% |
| 3M | -16.3% | +1.0% | -17.2% | -16.5% |
| 6M | -13.9% | +11.9% | -25.8% | -15.5% |
| YTD | -12.4% | +8.7% | -21.1% | -13.8% |
| 1Y | -15.2% | +18.5% | -33.7% | -17.7% |
| 3Y | -9.9% | +124.0% | -133.8% | -22.9% |
| 5Y | -50.8% | +40.8% | -91.7% | -55.8% |
| 10Y | +18.3% | +167.0% | -148.7% | -1.7% |
| All | +18.3% | +167.0% | -148.7% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 10y: compounded portfolio wealth divided by compounded KEY 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…
10y analysis · Full analysis span regression · 6 months rolling