+99.4%
CCL vs ACI
+31.1%
+68.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.2% | +4.1% |
| 7D | +3.1% | -5.9% | +9.0% | +3.5% |
| 30D | +17.5% | +7.2% | +10.3% | +17.0% |
| 3M | +6.8% | +8.8% | -2.0% | +6.2% |
| 6M | +18.7% | -17.2% | +35.9% | +19.8% |
| YTD | +3.0% | -21.3% | +24.3% | +4.1% |
| 1Y | +17.7% | -23.7% | +41.5% | +19.2% |
| 3Y | +155.6% | -32.8% | +188.4% | +159.9% |
| 5Y | +30.2% | -41.4% | +71.6% | +31.7% |
| All | +99.4% | +31.1% | +68.3% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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