+22.4%
CCI vs KMX
+11.6%
+10.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.0% | +2.2% |
| 7D | -0.3% | -3.1% | +2.8% | +0.2% |
| 30D | +2.2% | +4.4% | -2.2% | +1.5% |
| 3M | -16.9% | +18.9% | -35.8% | -19.5% |
| 6M | -11.5% | +44.3% | -55.8% | -17.4% |
| YTD | -12.8% | +58.7% | -71.5% | -20.3% |
| 1Y | -17.1% | +0.1% | -17.2% | -18.9% |
| 3Y | -9.6% | -24.4% | +14.8% | -9.5% |
| 5Y | -48.9% | -54.4% | +5.5% | -46.0% |
| All | +22.4% | +11.6% | +10.8% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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