-24.8%
CCL vs VEU
+28.8%
-53.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.7% |
| 7D | -5.0% | +1.1% | -6.2% | -6.8% |
| 30D | -20.3% | +2.2% | -22.5% | -23.1% |
| 3M | -15.1% | +3.0% | -18.1% | -19.3% |
| 6M | -15.1% | +10.9% | -26.0% | -29.2% |
| YTD | -21.8% | +18.2% | -40.0% | -40.6% |
| 1Y | -24.8% | +28.3% | -53.1% | -47.7% |
| All | -24.8% | +28.8% | -53.6% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling