+66.0%
CCI vs RRC
+70.0%
-4.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.8% | -3.1% | +1.5% |
| 7D | +3.2% | -5.2% | +8.4% | +3.5% |
| 30D | +12.2% | +25.2% | -13.0% | +10.8% |
| 3M | +23.1% | +27.4% | -4.2% | +21.5% |
| 6M | +1.3% | +27.0% | -25.7% | -0.2% |
| YTD | +4.5% | +46.3% | -41.8% | +2.2% |
| 1Y | +2.3% | +37.1% | -34.8% | +0.4% |
| 3Y | +9.8% | +60.2% | -50.4% | +6.2% |
| 5Y | -36.5% | +136.6% | -173.2% | -40.1% |
| All | +66.0% | +70.0% | -4.0% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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