+22.4%
CCI vs VOO
+325.3%
-302.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.8% |
| 7D | -0.3% | -0.8% | +0.5% | +0.2% |
| 30D | +2.2% | -1.1% | +3.3% | +3.0% |
| 3M | -16.9% | +3.9% | -20.8% | -19.2% |
| 6M | -11.5% | +13.6% | -25.2% | -19.2% |
| YTD | -12.8% | +12.7% | -25.5% | -19.9% |
| 1Y | -17.1% | +17.6% | -34.7% | -26.1% |
| 3Y | -9.6% | +77.3% | -87.0% | -41.7% |
| 5Y | -48.9% | +84.1% | -133.1% | -68.3% |
| All | +22.4% | +325.3% | -302.9% | -56.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling