-10.5%
CCI vs VIK
+225.1%
-235.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +2.4% |
| 7D | -0.3% | -0.9% | +0.7% | -0.3% |
| 30D | +2.2% | -18.4% | +20.6% | +2.2% |
| 3M | -16.9% | -8.8% | -8.1% | -17.0% |
| 6M | -11.5% | +17.1% | -28.7% | -11.9% |
| YTD | -12.8% | +19.0% | -31.9% | -13.2% |
| 1Y | -17.1% | +30.1% | -47.2% | -17.3% |
| All | -10.5% | +225.1% | -235.6% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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