+34.0%
CCL vs VEEV
-4.4%
+38.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.0% |
| 7D | -0.3% | -2.5% | +2.1% | +0.7% |
| 30D | +10.3% | +0.3% | +10.1% | +10.1% |
| 3M | +6.6% | +25.2% | -18.6% | -4.8% |
| 6M | +20.0% | +89.7% | -69.7% | -12.8% |
| YTD | -1.9% | +35.5% | -37.4% | -17.0% |
| 1Y | +10.4% | +1.8% | +8.6% | +7.5% |
| 3Y | +134.8% | +83.2% | +51.6% | +56.9% |
| 5Y | +34.0% | -4.8% | +38.8% | +19.0% |
| All | +34.0% | -4.4% | +38.4% | +19.0% |
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