-50.8%
CCI vs TECH
-41.8%
-9.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | +0.5% | +0.1% | +0.4% | +0.5% |
| 3M | -16.3% | +37.5% | -53.8% | -21.6% |
| 6M | -13.9% | +34.6% | -48.5% | -20.0% |
| YTD | -12.4% | +23.5% | -35.9% | -17.3% |
| 1Y | -15.2% | +34.4% | -49.6% | -22.0% |
| 3Y | -9.9% | +2.3% | -12.1% | -14.0% |
| 5Y | -50.8% | -41.7% | -9.1% | -47.9% |
| All | -50.8% | -41.8% | -9.0% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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