+22.4%
CCI vs UTHR
+313.7%
-291.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +2.5% |
| 7D | -0.3% | +1.9% | -2.2% | -0.5% |
| 30D | +2.2% | -2.9% | +5.1% | +2.5% |
| 3M | -16.9% | -8.9% | -8.0% | -16.1% |
| 6M | -11.5% | -8.7% | -2.8% | -10.8% |
| YTD | -12.8% | +2.0% | -14.9% | -13.5% |
| 1Y | -17.1% | +22.8% | -39.9% | -19.6% |
| 3Y | -9.6% | +120.6% | -130.3% | -21.3% |
| 5Y | -48.9% | +136.4% | -185.4% | -56.5% |
| All | +22.4% | +313.7% | -291.3% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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