+2.3%
CCI vs URI
+30.2%
-27.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +1.7% |
| 7D | +3.2% | -6.0% | +9.2% | +3.0% |
| 30D | +12.2% | +4.6% | +7.6% | +12.3% |
| 3M | +23.1% | -2.7% | +25.8% | +23.0% |
| 6M | +1.3% | +18.4% | -17.1% | +0.5% |
| YTD | +4.5% | +37.4% | -32.9% | +0.6% |
| 1Y | +2.3% | +30.4% | -28.0% | -0.5% |
| All | +2.3% | +30.2% | -27.9% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling