-9.9%
CCI vs NDAQ
+91.7%
-101.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.7% |
| 7D | +0.2% | -2.6% | +2.7% | +0.9% |
| 30D | +0.5% | +0.5% | 0.0% | +0.4% |
| 3M | -16.3% | +9.9% | -26.2% | -18.7% |
| 6M | -13.9% | +8.2% | -22.1% | -16.2% |
| YTD | -12.4% | -1.5% | -10.9% | -12.5% |
| 1Y | -15.2% | +1.3% | -16.5% | -16.0% |
| 3Y | -9.9% | +92.6% | -102.5% | -31.3% |
| All | -9.9% | +91.7% | -101.6% | -31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling