+1.9%
CCI vs NVT
+731.8%
-729.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.3% | +1.8% |
| 7D | -0.3% | +4.1% | -4.3% | -0.8% |
| 30D | +2.2% | -5.1% | +7.4% | +2.8% |
| 3M | -16.9% | -1.2% | -15.7% | -17.3% |
| 6M | -11.5% | +46.6% | -58.1% | -17.6% |
| YTD | -12.8% | +60.0% | -72.8% | -20.2% |
| 1Y | -17.1% | +70.8% | -87.9% | -25.2% |
| 3Y | -9.6% | +187.5% | -197.2% | -29.3% |
| 5Y | -48.9% | +426.1% | -475.1% | -66.1% |
| All | +1.9% | +731.8% | -729.9% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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