-23.1%
CCEL vs VOO
+77.0%
-100.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -3.4% |
| 7D | +1.7% | -0.4% | +2.1% | +1.9% |
| 30D | +17.1% | -1.4% | +18.5% | +17.6% |
| 3M | +19.1% | +3.7% | +15.4% | +18.0% |
| 6M | +29.2% | +13.0% | +16.2% | +25.4% |
| YTD | +19.5% | +12.4% | +7.0% | +16.1% |
| 1Y | -8.5% | +18.6% | -27.1% | -12.0% |
| All | -23.1% | +77.0% | -100.1% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling