+19.6%
CCI vs UUUU
+495.2%
-475.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.6% | -1.4% |
| 7D | -4.4% | -5.0% | +0.6% | -4.2% |
| 30D | +0.3% | -7.8% | +8.1% | +0.6% |
| 3M | -20.0% | -0.4% | -19.5% | -20.2% |
| 6M | -14.5% | -32.9% | +18.4% | -13.4% |
| YTD | -14.9% | -6.3% | -8.6% | -16.1% |
| 1Y | -17.7% | +7.9% | -25.6% | -20.3% |
| 3Y | -12.4% | +85.2% | -97.6% | -20.1% |
| 5Y | -50.1% | +97.0% | -147.1% | -56.1% |
| All | +19.6% | +495.2% | -475.6% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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