+9.0%
CCI vs VIK
+243.7%
-234.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.3% |
| 7D | +2.5% | +2.7% | -0.2% | +2.5% |
| 30D | +14.4% | +8.8% | +5.6% | +14.4% |
| 3M | +21.7% | -15.3% | +37.0% | +21.6% |
| 6M | +4.0% | +9.4% | -5.3% | +3.7% |
| YTD | +6.2% | +25.9% | -19.6% | +5.8% |
| 1Y | +5.4% | +51.0% | -45.6% | +5.3% |
| All | +9.0% | +243.7% | -234.6% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling