+18.3%
CCI vs TPR
+305.2%
-286.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.9% | +0.6% |
| 7D | +0.2% | -3.4% | +3.5% | +0.5% |
| 30D | +0.5% | -27.3% | +27.8% | +3.8% |
| 3M | -16.3% | -16.2% | 0.0% | -15.0% |
| 6M | -13.9% | -17.9% | +3.9% | -12.6% |
| YTD | -12.4% | -7.1% | -5.3% | -12.6% |
| 1Y | -15.2% | +13.6% | -28.8% | -17.6% |
| 3Y | -9.9% | +293.7% | -303.6% | -27.2% |
| 5Y | -50.8% | +239.1% | -289.9% | -60.3% |
| 10Y | +18.3% | +311.2% | -292.9% | -18.9% |
| All | +18.3% | +305.2% | -286.9% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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