+67.1%
CCI vs NDAQ
+472.7%
-405.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.1% |
| 7D | -1.4% | +1.7% | -3.1% | -2.1% |
| 30D | +12.7% | +16.2% | -3.5% | +5.1% |
| 3M | +23.0% | +14.0% | +9.1% | +15.6% |
| 6M | +0.6% | +22.3% | -21.7% | -8.9% |
| YTD | +4.9% | +13.0% | -8.1% | -2.1% |
| 1Y | +0.7% | +24.0% | -23.3% | -10.2% |
| 3Y | +10.2% | +117.1% | -106.9% | -27.6% |
| 5Y | -36.4% | +67.5% | -104.0% | -53.1% |
| All | +67.1% | +472.7% | -405.6% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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