-50.3%
CCI vs VRSN
+30.8%
-81.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.6% |
| 7D | -0.3% | -1.0% | +0.8% | 0.0% |
| 30D | +2.1% | -1.9% | +4.0% | +2.7% |
| 3M | -17.8% | +1.4% | -19.2% | -18.4% |
| 6M | -14.2% | +19.0% | -33.2% | -19.5% |
| YTD | -13.3% | +19.2% | -32.6% | -19.1% |
| 1Y | -16.6% | +1.7% | -18.3% | -17.6% |
| 3Y | -10.8% | +41.4% | -52.2% | -24.3% |
| 5Y | -50.3% | +31.7% | -82.0% | -56.8% |
| All | -50.3% | +30.8% | -81.1% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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