+274.1%
CCI vs UUUU
-92.0%
+366.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -1.0% |
| 7D | -0.3% | +1.8% | -2.1% | -0.4% |
| 30D | +2.1% | +1.8% | +0.3% | +2.0% |
| 3M | -17.8% | +1.3% | -19.1% | -18.2% |
| 6M | -14.2% | -26.8% | +12.6% | -13.5% |
| YTD | -13.3% | +0.1% | -13.4% | -14.7% |
| 1Y | -16.6% | +11.2% | -27.9% | -19.0% |
| 3Y | -10.8% | +97.7% | -108.5% | -18.0% |
| 5Y | -50.3% | +127.3% | -177.7% | -55.8% |
| 10Y | +22.5% | +532.6% | -510.1% | -3.6% |
| All | +274.1% | -92.0% | +366.0% | +172.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling