-60.5%
CCEL vs VOO
+80.3%
-140.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -2.8% | -2.0% | -0.9% | -2.5% |
| 30D | +17.4% | -1.7% | +19.0% | +17.8% |
| 3M | +13.5% | +4.7% | +8.8% | +12.7% |
| 6M | +29.6% | +12.6% | +17.0% | +27.3% |
| YTD | +19.8% | +11.8% | +8.0% | +17.7% |
| 1Y | -8.0% | +17.5% | -25.6% | -10.2% |
| 3Y | -22.9% | +77.0% | -99.9% | -28.1% |
| 5Y | -60.5% | +82.6% | -143.0% | -64.2% |
| All | -60.5% | +80.3% | -140.8% | -64.2% |
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