+216.1%
UNH vs CCI
+67.9%
+148.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.2% |
| 7D | +3.4% | +2.5% | +0.9% | +2.6% |
| 30D | +3.0% | +14.4% | -11.4% | -1.4% |
| 3M | +2.7% | +21.7% | -18.9% | -3.9% |
| 6M | +2.8% | +4.0% | -1.2% | +0.6% |
| YTD | +25.9% | +6.2% | +19.7% | +21.4% |
| 1Y | +25.8% | +5.4% | +20.4% | +21.6% |
| 3Y | -20.0% | +11.7% | -31.8% | -27.0% |
| 5Y | -2.8% | -35.6% | +32.8% | +9.8% |
| All | +216.1% | +67.9% | +148.1% | +186.6% |
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