+912.6%
CCI vs VO
+827.2%
+85.4%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.7% |
| 7D | -0.4% | -0.3% | -0.1% | -0.2% |
| 30D | +2.7% | -0.3% | +3.0% | +3.0% |
| 3M | -18.2% | +2.9% | -21.2% | -20.5% |
| 6M | -14.8% | +9.3% | -24.1% | -21.3% |
| YTD | -12.6% | +14.2% | -26.8% | -22.2% |
| 1Y | -16.7% | +15.3% | -32.0% | -26.5% |
| 3Y | -10.5% | +56.2% | -66.8% | -40.2% |
| 5Y | -51.4% | +42.4% | -93.9% | -65.3% |
| 10Y | +20.0% | +194.7% | -174.7% | -57.3% |
| All | +912.6% | +827.2% | +85.4% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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