+0.6%
CCI vs URI
+32.9%
-32.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.9% | -7.7% | -0.6% |
| 7D | +0.9% | -4.0% | +4.9% | +0.8% |
| 30D | +10.3% | +6.8% | +3.5% | +10.4% |
| 3M | +17.9% | -2.8% | +20.7% | +17.8% |
| 6M | -0.5% | +20.9% | -21.3% | -1.2% |
| YTD | +2.7% | +40.2% | -37.5% | -1.0% |
| All | +0.6% | +32.9% | -32.3% | -2.1% |
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