+94.6%
CG vs ACI
+31.1%
+63.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.9% | +5.6% | +6.5% |
| 7D | +3.0% | -5.9% | +8.9% | +3.8% |
| 30D | +10.1% | +7.2% | +2.9% | +9.3% |
| 3M | -10.8% | +8.8% | -19.7% | -11.7% |
| 6M | -15.2% | -17.2% | +2.0% | -14.0% |
| YTD | -26.9% | -21.3% | -5.7% | -25.6% |
| 1Y | -17.0% | -23.7% | +6.7% | -15.2% |
| 3Y | +54.6% | -32.8% | +87.5% | +59.4% |
| 5Y | -16.7% | -41.4% | +24.6% | -14.0% |
| All | +94.6% | +31.1% | +63.5% | +86.3% |
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