+498.2%
HCA vs CCI
+23.6%
+474.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +0.6% |
| 7D | +5.4% | -0.3% | +5.7% | +5.5% |
| 30D | +3.0% | +2.2% | +0.7% | +2.1% |
| 3M | +13.0% | -16.9% | +29.9% | +19.9% |
| 6M | -20.3% | -11.5% | -8.7% | -17.7% |
| YTD | -8.2% | -12.8% | +4.6% | -5.3% |
| 1Y | +6.7% | -17.1% | +23.8% | +11.8% |
| 3Y | +60.4% | -9.6% | +70.0% | +58.3% |
| 5Y | +73.4% | -48.9% | +122.4% | +114.6% |
| All | +498.2% | +23.6% | +474.6% | +434.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 CCI 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