-50.3%
CCI vs WU
-51.4%
+1.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.9% |
| 7D | -0.3% | -4.9% | +4.7% | +0.6% |
| 30D | +2.1% | -1.3% | +3.4% | +2.3% |
| 3M | -17.8% | -3.6% | -14.3% | -17.8% |
| 6M | -14.2% | -24.3% | +10.2% | -10.3% |
| YTD | -13.3% | -21.1% | +7.7% | -10.5% |
| 1Y | -16.6% | -10.3% | -6.3% | -16.7% |
| 3Y | -10.8% | -28.4% | +17.6% | -7.3% |
| 5Y | -50.3% | -51.2% | +0.9% | -48.3% |
| All | -50.3% | -51.4% | +1.1% | -48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling