-0.8%
CCL vs VNQ
+7.0%
-7.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.3% |
| 7D | -3.2% | -1.3% | -2.0% | -1.6% |
| 30D | -17.8% | -2.6% | -15.2% | -14.9% |
| 3M | -18.7% | -2.0% | -16.7% | -16.6% |
| 6M | -11.4% | +4.3% | -15.7% | -15.7% |
| YTD | -24.3% | +9.2% | -33.5% | -32.2% |
| 1Y | -28.8% | +5.6% | -34.4% | -33.4% |
| 3Y | +49.3% | +30.8% | +18.5% | +4.0% |
| All | -0.8% | +7.0% | -7.9% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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