+887.3%
CCI vs TROW
+1,199.0%
-311.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.4% |
| 7D | -0.3% | -1.5% | +1.2% | +0.4% |
| 30D | +2.1% | -5.3% | +7.4% | +4.4% |
| 3M | -17.8% | +2.9% | -20.8% | -19.2% |
| 6M | -14.2% | +22.2% | -36.4% | -21.5% |
| YTD | -13.3% | +8.1% | -21.4% | -16.9% |
| 1Y | -16.6% | +5.8% | -22.4% | -19.6% |
| 3Y | -10.8% | +14.0% | -24.8% | -19.2% |
| 5Y | -50.3% | -38.3% | -12.1% | -43.8% |
| 10Y | +22.5% | +131.7% | -109.1% | -26.6% |
| All | +887.3% | +1,199.0% | -311.8% | +189.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling