+22.3%
VZ vs CCI
-36.8%
+59.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.7% |
| 7D | +0.9% | -3.4% | +4.3% | +1.8% |
| 30D | +8.9% | +9.9% | -1.0% | +6.2% |
| 3M | +0.1% | +22.7% | -22.6% | -5.6% |
| 6M | +1.9% | +0.8% | +1.1% | +1.7% |
| YTD | +22.0% | +4.1% | +17.9% | +19.9% |
| 1Y | +22.1% | -0.6% | +22.7% | +21.8% |
| 3Y | +58.7% | +9.4% | +49.2% | +51.2% |
| 5Y | +22.3% | -36.8% | +59.2% | +35.3% |
| All | +22.3% | -36.8% | +59.1% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling