+707.2%
CCI vs WTW
+1,094.8%
-387.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.5% | +0.2% |
| 7D | -0.3% | -7.1% | +6.8% | +2.3% |
| 30D | +2.1% | -8.5% | +10.7% | +5.3% |
| 3M | -17.8% | +20.6% | -38.4% | -23.3% |
| 6M | -14.2% | +7.2% | -21.4% | -17.1% |
| YTD | -13.3% | -3.9% | -9.5% | -13.5% |
| 1Y | -16.6% | -3.6% | -13.0% | -17.0% |
| 3Y | -10.8% | +60.7% | -71.5% | -26.7% |
| 5Y | -50.3% | +42.2% | -92.5% | -57.8% |
| 10Y | +22.5% | +195.5% | -172.9% | -21.1% |
| All | +707.2% | +1,094.8% | -387.6% | +280.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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