-7.4%
CCIF price history and return analytics
+160.0%
-167.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +0.4% | +1.0% | -0.6% | +0.1% |
| 30D | -3.2% | -0.2% | -3.0% | -3.2% |
| 3M | -7.6% | +4.5% | -12.2% | -8.8% |
| 6M | -6.7% | +14.1% | -20.8% | -10.2% |
| YTD | -32.3% | +14.8% | -47.1% | -35.1% |
| 1Y | -39.0% | +21.2% | -60.2% | -42.4% |
| 3Y | -38.8% | +76.6% | -115.4% | -48.1% |
| 5Y | -39.7% | +66.6% | -106.3% | -48.2% |
| All | -7.4% | +160.0% | -167.4% | -38.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling