-6.1%
CCL vs VEU
+174.3%
-180.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -3.3% |
| 7D | -0.3% | +2.4% | -2.7% | -3.1% |
| 30D | +10.3% | -2.0% | +12.3% | +13.4% |
| 3M | +6.6% | -5.1% | +11.7% | +13.9% |
| 6M | +20.0% | -0.7% | +20.7% | +21.5% |
| YTD | -1.9% | +11.0% | -12.9% | -12.0% |
| 1Y | +10.4% | +12.4% | -1.9% | -2.2% |
| 3Y | +134.8% | +69.8% | +65.0% | +29.2% |
| 5Y | +34.0% | +48.2% | -14.2% | -7.1% |
| 10Y | -32.5% | +148.1% | -180.7% | -68.2% |
| All | -6.1% | +174.3% | -180.5% | -64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling