+9.0%
CCK vs SPY
+81.8%
-72.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.1% | -1.3% |
| 7D | -2.9% | +0.5% | -3.5% | -3.3% |
| 30D | -6.2% | -0.9% | -5.2% | -5.5% |
| 3M | +23.4% | +3.9% | +19.5% | +19.7% |
| 6M | +8.1% | +14.5% | -6.5% | -2.7% |
| YTD | +11.0% | +12.9% | -1.9% | +1.0% |
| 1Y | +21.9% | +19.4% | +2.5% | +5.8% |
| 3Y | +30.4% | +78.5% | -48.0% | -21.0% |
| 5Y | +9.0% | +81.8% | -72.7% | -37.5% |
| All | +9.0% | +81.8% | -72.7% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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