+2,426.3%
PWR vs CCI
+22.9%
+2,403.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.6% |
| 7D | +2.7% | -0.3% | +2.9% | +2.7% |
| 30D | -5.1% | +2.1% | -7.3% | -5.8% |
| 3M | -9.4% | -17.8% | +8.5% | -5.0% |
| 6M | +10.4% | -14.2% | +24.6% | +13.7% |
| YTD | +48.6% | -13.3% | +62.0% | +52.0% |
| 1Y | +68.0% | -16.6% | +84.6% | +73.7% |
| 3Y | +204.7% | -10.8% | +215.5% | +196.9% |
| 5Y | +451.9% | -50.3% | +502.3% | +565.1% |
| All | +2,426.3% | +22.9% | +2,403.4% | +2,578.9% |
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