+32.3%
CCEC vs VOO
+806.9%
-774.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.7% | -0.5% |
| 7D | -3.2% | -0.9% | -2.3% | -2.7% |
| 30D | -1.3% | -2.3% | +1.1% | +0.2% |
| 3M | -8.6% | -1.2% | -7.5% | -8.2% |
| 6M | +1.1% | +3.3% | -2.3% | -2.2% |
| YTD | 0.0% | +12.3% | -12.3% | -10.0% |
| 1Y | +1.6% | +12.5% | -10.9% | -8.7% |
| 3Y | +71.1% | +79.2% | -8.1% | +0.6% |
| 5Y | +64.9% | +75.7% | -10.8% | -3.5% |
| 10Y | +89.2% | +313.7% | -224.5% | -55.0% |
| All | +32.3% | +806.9% | -774.6% | -85.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling