-50.8%
CCI price history and return analytics
+66.2%
-117.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | +0.2% | +1.0% | -0.8% | -0.4% |
| 30D | +0.5% | -0.2% | +0.7% | +0.6% |
| 3M | -16.3% | +4.5% | -20.8% | -18.6% |
| 6M | -13.9% | +14.1% | -28.0% | -20.8% |
| YTD | -12.4% | +14.8% | -27.2% | -19.7% |
| 1Y | -15.2% | +21.2% | -36.4% | -24.9% |
| 3Y | -9.9% | +76.6% | -86.4% | -40.4% |
| 5Y | -50.8% | +66.6% | -117.4% | -67.5% |
| All | -50.8% | +66.2% | -117.0% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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