+897.6%
CCI vs SRE
+1,754.2%
-856.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.5% |
| 7D | +0.2% | +1.4% | -1.3% | -0.4% |
| 30D | +0.5% | +1.9% | -1.4% | -0.5% |
| 3M | -16.3% | -3.3% | -13.0% | -15.3% |
| 6M | -13.9% | -6.4% | -7.5% | -11.9% |
| YTD | -12.4% | -1.8% | -10.6% | -12.1% |
| 1Y | -15.2% | +10.7% | -25.9% | -19.3% |
| 3Y | -9.9% | +31.8% | -41.7% | -22.3% |
| 5Y | -50.8% | +49.2% | -100.0% | -59.8% |
| 10Y | +18.3% | +118.5% | -100.2% | -19.8% |
| All | +897.6% | +1,754.2% | -856.5% | +259.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SRE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling