+22.4%
CCI vs MKC
+29.9%
-7.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +1.9% | +2.2% |
| 7D | -0.3% | -1.5% | +1.2% | +0.4% |
| 30D | +2.2% | -3.1% | +5.3% | +3.5% |
| 3M | -16.9% | +5.2% | -22.1% | -19.0% |
| 6M | -11.5% | -12.8% | +1.3% | -6.8% |
| YTD | -12.8% | -23.3% | +10.5% | -3.5% |
| 1Y | -17.1% | -24.1% | +7.0% | -8.1% |
| 3Y | -9.6% | -32.1% | +22.5% | +4.0% |
| 5Y | -48.9% | -32.8% | -16.1% | -42.3% |
| All | +22.4% | +29.9% | -7.4% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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