+897.6%
CCI vs MKC
+1,036.5%
-138.9%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.2% | -4.3% | +4.5% | +1.8% |
| 30D | +0.5% | -2.0% | +2.5% | +1.1% |
| 3M | -16.3% | +10.0% | -26.3% | -19.4% |
| 6M | -13.9% | -18.5% | +4.6% | -7.9% |
| YTD | -12.4% | -22.4% | +10.0% | -5.1% |
| 1Y | -15.2% | -23.6% | +8.4% | -7.8% |
| 3Y | -9.9% | -30.4% | +20.6% | +0.2% |
| 5Y | -50.8% | -34.2% | -16.6% | -44.9% |
| 10Y | +18.3% | +26.8% | -8.5% | +5.3% |
| All | +897.6% | +1,036.5% | -138.9% | +620.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling