+2,876.0%
DELL vs CI
+145.6%
+2,730.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.3% |
| 7D | +17.1% | -1.7% | +18.8% | +17.5% |
| 30D | -35.1% | +4.9% | -39.9% | -36.1% |
| 3M | -23.3% | +7.4% | -30.7% | -25.2% |
| 6M | +55.8% | +0.4% | +55.4% | +53.5% |
| YTD | +198.0% | +9.5% | +188.5% | +186.0% |
| 1Y | +166.6% | +12.0% | +154.6% | +153.9% |
| 3Y | +427.6% | +7.1% | +420.5% | +379.3% |
| 5Y | +630.6% | +49.3% | +581.3% | +464.3% |
| All | +2,876.0% | +145.6% | +2,730.4% | +1,828.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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