+198.2%
CCI vs VOO
+817.1%
-618.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.6% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | +2.7% | +0.1% | +2.6% | +2.7% |
| 3M | -18.2% | +2.0% | -20.2% | -19.6% |
| 6M | -14.8% | +13.0% | -27.8% | -22.1% |
| YTD | -12.6% | +13.6% | -26.2% | -20.4% |
| 1Y | -16.7% | +20.1% | -36.8% | -27.1% |
| 3Y | -10.5% | +77.6% | -88.1% | -42.6% |
| 5Y | -51.4% | +82.4% | -133.9% | -69.7% |
| 10Y | +20.0% | +316.8% | -296.8% | -60.1% |
| All | +198.2% | +817.1% | -618.8% | -46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling