-11.7%
CCI vs UUUU
+83.7%
-95.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.6% | -1.8% |
| 7D | -4.4% | -5.0% | +0.6% | -4.5% |
| 30D | +0.3% | -7.8% | +8.1% | +0.2% |
| 3M | -20.0% | -0.4% | -19.5% | -19.9% |
| 6M | -14.5% | -32.9% | +18.4% | -14.7% |
| YTD | -14.9% | -6.3% | -8.6% | -14.7% |
| 1Y | -17.7% | +7.9% | -25.6% | -17.0% |
| All | -11.7% | +83.7% | -95.4% | -10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling