-36.4%
CCI vs VRSN
+35.4%
-71.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +12.7% | +3.6% | +9.2% | +11.4% |
| 3M | +23.0% | +10.8% | +12.3% | +18.8% |
| 6M | +0.6% | +9.9% | -9.3% | -2.9% |
| YTD | +4.9% | +29.8% | -24.9% | -5.1% |
| 1Y | +0.7% | +26.3% | -25.6% | -8.0% |
| 3Y | +10.2% | +53.5% | -43.3% | -9.4% |
| 5Y | -36.4% | +34.8% | -71.2% | -44.6% |
| All | -36.4% | +35.4% | -71.8% | -44.6% |
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