-36.6%
CCI vs PODD
-52.0%
+15.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.9% |
| 7D | +3.2% | -4.4% | +7.6% | +4.0% |
| 30D | +12.2% | +9.4% | +2.7% | +10.6% |
| 3M | +23.1% | +3.6% | +19.5% | +22.3% |
| 6M | +1.3% | -4.0% | +5.2% | +1.3% |
| YTD | +4.5% | -47.9% | +52.4% | +14.2% |
| 1Y | +2.3% | -53.8% | +56.1% | +13.8% |
| 3Y | +9.8% | -4.5% | +14.3% | +4.4% |
| All | -36.6% | -52.0% | +15.3% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 5y: compounded portfolio wealth divided by compounded PODD 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…
5y analysis · Full analysis span regression · 6 months rolling