+69.3%
CCI vs URA
+266.3%
-197.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.4% |
| 7D | +2.5% | -1.5% | +4.1% | +2.6% |
| 30D | +14.4% | -10.4% | +24.8% | +15.6% |
| 3M | +21.7% | -29.6% | +51.3% | +26.1% |
| 6M | +4.0% | -40.3% | +44.3% | +9.5% |
| YTD | +6.2% | -25.5% | +31.7% | +7.8% |
| 1Y | +5.4% | -26.4% | +31.8% | +6.9% |
| 3Y | +11.7% | +31.4% | -19.7% | +0.8% |
| 5Y | -35.6% | +28.6% | -64.2% | -43.4% |
| All | +69.3% | +266.3% | -197.0% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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