+290.7%
CCI vs VEU
+190.9%
+99.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +0.2% | +1.7% | -1.5% | -1.0% |
| 30D | +0.5% | +1.0% | -0.5% | -0.2% |
| 3M | -16.3% | +5.6% | -21.9% | -20.2% |
| 6M | -13.9% | +13.7% | -27.6% | -22.9% |
| YTD | -12.4% | +17.7% | -30.2% | -23.7% |
| 1Y | -15.2% | +25.8% | -40.9% | -29.8% |
| 3Y | -9.9% | +77.1% | -87.0% | -43.3% |
| 5Y | -50.8% | +57.1% | -108.0% | -66.4% |
| 10Y | +18.3% | +149.8% | -131.5% | -45.5% |
| All | +290.7% | +190.9% | +99.7% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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