+7.3%
CCI vs RIO
+29.3%
-22.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +3.6% | +2.9% | +6.0% |
| 7D | +5.0% | -1.6% | +6.6% | +5.1% |
| 30D | +36.4% | -11.6% | +48.0% | +38.1% |
| 3M | +20.4% | -12.7% | +33.1% | +22.0% |
| 6M | +4.9% | -12.4% | +17.3% | +5.7% |
| YTD | +7.8% | +11.0% | -3.2% | +3.8% |
| 1Y | +7.3% | +30.8% | -23.5% | +0.8% |
| All | +7.3% | +29.3% | -22.0% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 1y: compounded portfolio wealth divided by compounded RIO 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…
1y analysis · Full analysis span regression · 6 months rolling