+897.6%
CCI vs UDR
+1,197.7%
-300.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | +0.2% | -2.1% | +2.2% | +1.1% |
| 30D | +0.5% | -5.6% | +6.1% | +3.0% |
| 3M | -16.3% | -5.8% | -10.5% | -14.1% |
| 6M | -13.9% | -1.1% | -12.8% | -13.6% |
| YTD | -12.4% | +1.6% | -14.0% | -13.2% |
| 1Y | -15.2% | -2.7% | -12.5% | -14.5% |
| 3Y | -9.9% | +6.3% | -16.2% | -13.1% |
| 5Y | -50.8% | -19.3% | -31.5% | -46.8% |
| 10Y | +18.3% | +46.0% | -27.7% | -2.2% |
| All | +897.6% | +1,197.7% | -300.0% | +302.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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