-51.2%
CCEL vs VOO
+72.6%
-123.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.4% | -9.8% | -10.1% |
| 7D | -0.8% | +2.6% | -3.4% | -1.2% |
| 30D | +16.9% | -2.0% | +18.9% | +17.2% |
| 3M | +24.4% | -2.8% | +27.1% | +24.8% |
| 6M | +38.6% | +2.2% | +36.4% | +38.0% |
| YTD | +41.0% | +11.5% | +29.5% | +38.8% |
| 1Y | +18.6% | +13.5% | +5.1% | +16.5% |
| 3Y | +1.1% | +78.1% | -77.0% | -4.3% |
| All | -51.2% | +72.6% | -123.8% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling