+9.9%
CCI vs NXT
+189.4%
-179.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.8% | +6.6% | +1.7% |
| 7D | +3.2% | +4.0% | -0.8% | +3.2% |
| 30D | +12.2% | +15.9% | -3.7% | +12.2% |
| 3M | +23.1% | -3.0% | +26.2% | +23.1% |
| 6M | +1.3% | -20.7% | +22.0% | +1.3% |
| YTD | +4.5% | +14.6% | -10.1% | +3.3% |
| 1Y | +2.3% | -7.1% | +9.4% | +1.6% |
| All | +9.9% | +189.4% | -179.5% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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