+169.8%
CCB vs VOO
+208.5%
-38.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | -0.2% |
| 7D | -2.2% | -0.9% | -1.3% | -1.3% |
| 30D | +6.2% | -2.3% | +8.6% | +9.1% |
| 3M | -16.2% | -1.2% | -15.0% | -15.1% |
| 6M | -38.6% | +3.3% | -41.9% | -42.0% |
| YTD | -62.1% | +12.3% | -74.4% | -67.6% |
| 1Y | -59.8% | +12.5% | -72.3% | -65.7% |
| 3Y | +13.5% | +79.2% | -65.6% | -45.2% |
| 5Y | -1.2% | +75.7% | -76.9% | -51.4% |
| All | +169.8% | +208.5% | -38.7% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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