+27.0%
UNH vs CCI
+7.6%
+19.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.5% | -5.2% | +0.5% |
| 7D | +0.6% | +5.0% | -4.5% | 0.0% |
| 30D | +8.1% | +36.4% | -28.3% | +4.1% |
| 3M | +1.1% | +20.4% | -19.3% | -1.2% |
| 6M | +11.7% | +4.9% | +6.8% | +11.5% |
| YTD | +26.5% | +7.8% | +18.7% | +24.6% |
| 1Y | +27.0% | +7.3% | +19.7% | +25.4% |
| All | +27.0% | +7.6% | +19.5% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling