+22.5%
CCI vs URA
+369.2%
-346.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.9% |
| 7D | -0.3% | +5.7% | -6.0% | -0.9% |
| 30D | +2.1% | +5.6% | -3.5% | +1.4% |
| 3M | -17.8% | +6.2% | -24.0% | -18.7% |
| 6M | -14.2% | -8.2% | -5.9% | -14.0% |
| YTD | -13.3% | +9.7% | -23.0% | -15.6% |
| 1Y | -16.6% | +17.0% | -33.6% | -20.0% |
| 3Y | -10.8% | +118.5% | -129.3% | -24.6% |
| 5Y | -50.3% | +134.3% | -184.7% | -59.9% |
| 10Y | +22.5% | +377.5% | -355.0% | -19.3% |
| All | +22.5% | +369.2% | -346.7% | -19.3% |
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