-49.3%
CCI vs TNA
-23.3%
-26.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +2.2% |
| 7D | -0.3% | -7.3% | +7.0% | +0.7% |
| 30D | +2.2% | -14.2% | +16.4% | +4.2% |
| 3M | -16.9% | -4.6% | -12.3% | -16.7% |
| 6M | -11.5% | +36.9% | -48.5% | -16.4% |
| YTD | -12.8% | +42.5% | -55.4% | -18.4% |
| 1Y | -17.1% | +45.8% | -62.8% | -23.2% |
| 3Y | -9.6% | +104.7% | -114.3% | -27.1% |
| All | -49.3% | -23.3% | -26.0% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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