+7,463.6%
CI vs MKC
+3,376.8%
+4,086.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.4% | -1.0% |
| 7D | +1.3% | -5.9% | +7.2% | +3.0% |
| 30D | +4.4% | -0.9% | +5.3% | +4.7% |
| 3M | +0.7% | +12.7% | -12.1% | -2.9% |
| 6M | +0.3% | -19.3% | +19.6% | +5.7% |
| YTD | +3.8% | -22.2% | +26.0% | +10.0% |
| 1Y | -5.5% | -23.3% | +17.8% | +0.4% |
| 3Y | +8.1% | -30.0% | +38.1% | +16.6% |
| 5Y | +42.8% | -33.8% | +76.6% | +54.4% |
| 10Y | +143.9% | +24.4% | +119.5% | +119.5% |
| All | +7,463.6% | +3,376.8% | +4,086.8% | +3,479.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling