-50.1%
CCI vs KMX
-54.8%
+4.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | -4.4% | -3.4% | -1.0% | -3.9% |
| 30D | +0.3% | +4.0% | -3.7% | -0.3% |
| 3M | -20.0% | +24.8% | -44.8% | -23.0% |
| 6M | -14.5% | +43.6% | -58.1% | -20.0% |
| YTD | -14.9% | +56.6% | -71.5% | -21.8% |
| 1Y | -17.7% | +2.2% | -19.9% | -19.6% |
| 3Y | -12.4% | -25.4% | +13.1% | -11.8% |
| 5Y | -50.1% | -55.0% | +4.9% | -47.6% |
| All | -50.1% | -54.8% | +4.7% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling