+102.9%
CG vs ACI
+18.9%
+84.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -3.7% |
| 7D | -6.4% | -5.0% | -1.4% | -5.9% |
| 30D | -7.1% | -2.3% | -4.8% | -6.8% |
| 3M | -1.6% | -23.2% | +21.6% | +0.8% |
| 6M | -8.3% | -29.5% | +21.1% | -5.3% |
| YTD | -23.8% | -28.6% | +4.8% | -21.6% |
| 1Y | -28.7% | -34.0% | +5.3% | -26.0% |
| 3Y | +49.2% | -45.0% | +94.1% | +57.6% |
| 5Y | +5.5% | -44.0% | +49.5% | +9.7% |
| All | +102.9% | +18.9% | +84.0% | +96.5% |
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