+18.3%
CCI vs LII
+167.7%
-149.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | +0.2% | +2.1% | -1.9% | -0.4% |
| 30D | +0.5% | -12.4% | +12.9% | +3.9% |
| 3M | -16.3% | -24.8% | +8.5% | -11.5% |
| 6M | -13.9% | -25.2% | +11.2% | -9.6% |
| YTD | -12.4% | -20.3% | +7.8% | -9.8% |
| 1Y | -15.2% | -32.9% | +17.8% | -8.3% |
| 3Y | -9.9% | +2.0% | -11.9% | -18.7% |
| 5Y | -50.8% | +24.4% | -75.3% | -60.0% |
| 10Y | +18.3% | +167.2% | -148.9% | -27.4% |
| All | +18.3% | +167.7% | -149.4% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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