+7.2%
CCI vs URI
+138.8%
-131.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -2.6% |
| 7D | -0.1% | -9.8% | +9.7% | +0.3% |
| 30D | +28.4% | +1.7% | +26.6% | +28.2% |
| 3M | +20.0% | -9.1% | +29.0% | +20.3% |
| 6M | +0.8% | +9.9% | -9.1% | -0.3% |
| YTD | +3.6% | +31.2% | -27.6% | +0.4% |
| 1Y | +6.1% | +25.9% | -19.8% | +3.2% |
| 3Y | +7.2% | +147.4% | -140.2% | -10.9% |
| All | +7.2% | +138.8% | -131.6% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling