+352.7%
VZ vs CCI
+1,123.5%
-770.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.1% |
| 7D | +5.6% | +2.4% | +3.2% | +5.3% |
| 30D | +1.9% | +33.2% | -31.3% | -2.6% |
| 3M | +0.8% | +25.0% | -24.2% | -2.8% |
| 6M | +0.6% | +4.8% | -4.1% | -0.6% |
| YTD | +20.8% | +6.4% | +14.4% | +18.7% |
| 1Y | +23.9% | +6.5% | +17.5% | +21.8% |
| 3Y | +55.7% | +8.6% | +47.1% | +52.0% |
| 5Y | +21.5% | -35.3% | +56.9% | +26.6% |
| 10Y | +68.5% | +58.2% | +10.2% | +55.4% |
| All | +352.7% | +1,123.5% | -770.8% | +209.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling