-15.2%
CCI vs MSCI
+0.3%
-15.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +4.0% | +0.8% |
| 7D | +0.2% | -2.1% | +2.2% | +0.5% |
| 30D | +0.5% | -1.7% | +2.2% | +0.8% |
| 3M | -16.3% | -8.2% | -8.0% | -15.4% |
| 6M | -13.9% | -2.4% | -11.5% | -13.7% |
| YTD | -12.4% | -2.8% | -9.6% | -11.7% |
| 1Y | -15.2% | -2.7% | -12.5% | -12.7% |
| All | -15.2% | +0.3% | -15.5% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSCI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling