+69.3%
CCI vs XHB
+237.3%
-168.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.5% | +1.0% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | +14.4% | +9.9% | +4.5% | +10.3% |
| 3M | +21.7% | -6.3% | +28.0% | +24.2% |
| 6M | +4.0% | +3.8% | +0.2% | +1.2% |
| YTD | +6.2% | +0.1% | +6.1% | +4.2% |
| 1Y | +5.4% | -0.8% | +6.2% | +3.6% |
| 3Y | +11.7% | +35.6% | -23.9% | -6.6% |
| 5Y | -35.6% | +29.6% | -65.2% | -46.4% |
| All | +69.3% | +237.3% | -168.1% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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