-10.3%
CCI vs VIK
+228.1%
-238.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.1% | -1.8% |
| 7D | -0.4% | -3.0% | +2.6% | -0.4% |
| 30D | +2.7% | -20.7% | +23.4% | +2.6% |
| 3M | -18.2% | -4.6% | -13.6% | -18.3% |
| 6M | -14.8% | +14.0% | -28.8% | -15.1% |
| YTD | -12.6% | +20.2% | -32.8% | -12.9% |
| 1Y | -16.7% | +36.0% | -52.8% | -16.9% |
| All | -10.3% | +228.1% | -238.4% | -10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling