-50.3%
CCI vs VOO
+81.6%
-131.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.8% |
| 7D | -0.3% | -0.4% | +0.1% | -0.1% |
| 30D | +2.1% | -1.4% | +3.5% | +2.9% |
| 3M | -17.8% | +3.7% | -21.6% | -19.6% |
| 6M | -14.2% | +13.0% | -27.2% | -20.0% |
| YTD | -13.3% | +12.4% | -25.8% | -19.0% |
| 1Y | -16.6% | +18.6% | -35.2% | -24.4% |
| 3Y | -10.8% | +78.1% | -88.9% | -40.6% |
| 5Y | -50.3% | +82.3% | -132.6% | -68.2% |
| All | -50.3% | +81.6% | -131.9% | -68.2% |
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