+31.6%
CCEC vs VOO
+795.4%
-763.8%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -6.1% | -0.6% | -5.5% | -5.9% |
| 30D | -1.5% | -3.6% | +2.2% | +1.1% |
| 3M | -8.4% | -2.7% | -5.7% | -6.8% |
| 6M | +1.1% | +2.2% | -1.1% | -1.3% |
| YTD | -0.5% | +10.9% | -11.4% | -9.5% |
| 1Y | +0.9% | +11.3% | -10.4% | -8.5% |
| 3Y | +70.2% | +76.9% | -6.7% | +1.1% |
| 5Y | +69.2% | +73.5% | -4.3% | 0.0% |
| 10Y | +84.3% | +307.7% | -223.4% | -55.6% |
| All | +31.6% | +795.4% | -763.8% | -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