+1,110.1%
CCI vs PEG
+1,303.2%
-193.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +0.6% |
| 7D | +2.5% | +4.5% | -2.0% | +0.5% |
| 30D | +14.4% | +7.5% | +6.9% | +10.8% |
| 3M | +21.7% | +0.8% | +20.8% | +21.1% |
| 6M | +4.0% | 0.0% | +4.0% | +3.8% |
| YTD | +6.2% | -3.0% | +9.3% | +7.4% |
| 1Y | +5.4% | -4.7% | +10.1% | +7.3% |
| 3Y | +11.7% | +36.5% | -24.7% | -4.4% |
| 5Y | -35.6% | +44.4% | -80.0% | -46.1% |
| 10Y | +68.7% | +170.2% | -101.5% | +7.7% |
| All | +1,110.1% | +1,303.2% | -193.0% | +377.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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