+69.3%
CCI vs WU
-38.9%
+108.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.0% |
| 7D | +2.5% | -2.0% | +4.6% | +3.0% |
| 30D | +14.4% | +11.4% | +3.0% | +11.5% |
| 3M | +21.7% | -6.8% | +28.5% | +23.3% |
| 6M | +4.0% | -14.6% | +18.7% | +6.8% |
| YTD | +6.2% | -20.6% | +26.9% | +10.3% |
| 1Y | +5.4% | -15.4% | +20.8% | +7.5% |
| 3Y | +11.7% | -23.6% | +35.3% | +15.2% |
| 5Y | -35.6% | -43.4% | +7.7% | -29.1% |
| All | +69.3% | -38.9% | +108.2% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling