+17.9%
CCI vs OKTA
+601.1%
-583.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.7% | +5.1% | +2.6% |
| 7D | -0.3% | -2.4% | +2.1% | -0.1% |
| 30D | +2.2% | +13.0% | -10.8% | +0.7% |
| 3M | -16.9% | +41.7% | -58.6% | -20.1% |
| 6M | -11.5% | +105.9% | -117.5% | -18.7% |
| YTD | -12.8% | +92.6% | -105.4% | -19.6% |
| 1Y | -17.1% | +81.1% | -98.1% | -23.2% |
| 3Y | -9.6% | +84.8% | -94.5% | -18.5% |
| 5Y | -48.9% | -34.4% | -14.5% | -50.3% |
| All | +17.9% | +601.1% | -583.1% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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