-6.5%
CCL vs VEU
+174.2%
-180.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -1.2% | +2.1% | -3.3% | -3.6% |
| 30D | +13.1% | -0.9% | +14.0% | +14.7% |
| 3M | +3.4% | -5.4% | +8.8% | +10.8% |
| 6M | +18.7% | -1.8% | +20.5% | +21.8% |
| YTD | -2.3% | +10.9% | -13.2% | -12.3% |
| 1Y | +14.2% | +13.6% | +0.6% | -0.2% |
| 3Y | +133.6% | +69.3% | +64.3% | +29.0% |
| 5Y | +33.5% | +48.1% | -14.6% | -7.4% |
| 10Y | -32.8% | +148.0% | -180.8% | -68.3% |
| All | -6.5% | +174.2% | -180.7% | -64.5% |
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