-0.9%
CCL vs VEEV
-15.0%
+14.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -1.5% |
| 7D | -4.4% | -7.1% | +2.7% | -1.4% |
| 30D | -18.2% | +11.1% | -29.3% | -22.7% |
| 3M | -17.7% | +55.5% | -73.2% | -33.7% |
| 6M | -13.0% | +33.4% | -46.4% | -25.5% |
| YTD | -24.5% | +16.8% | -41.3% | -31.5% |
| 1Y | -26.9% | -7.7% | -19.2% | -26.0% |
| 3Y | +50.8% | +18.4% | +32.4% | +27.6% |
| 5Y | -0.9% | -14.8% | +13.9% | -18.7% |
| All | -0.9% | -15.0% | +14.1% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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