+18.5%
CCI vs OKTA
+605.7%
-587.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +1.9% | +0.3% |
| 7D | +0.2% | +0.7% | -0.5% | +0.1% |
| 30D | +0.5% | +13.0% | -12.5% | -1.0% |
| 3M | -16.3% | +43.4% | -59.7% | -19.6% |
| 6M | -13.9% | +107.6% | -121.6% | -21.0% |
| YTD | -12.4% | +93.8% | -106.3% | -19.3% |
| 1Y | -15.2% | +80.8% | -96.0% | -21.4% |
| 3Y | -9.9% | +91.8% | -101.7% | -19.0% |
| 5Y | -50.8% | -36.4% | -14.5% | -51.9% |
| All | +18.5% | +605.7% | -587.2% | -6.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling