-34.0%
CCL vs VOO
+309.6%
-343.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.3% |
| 7D | -1.2% | +2.6% | -3.8% | -5.5% |
| 30D | +13.1% | -2.0% | +15.1% | +17.3% |
| 3M | +3.4% | -2.8% | +6.1% | +8.8% |
| 6M | +18.7% | +2.2% | +16.5% | +14.9% |
| YTD | -2.3% | +11.5% | -13.8% | -17.9% |
| 1Y | +14.2% | +13.5% | +0.7% | -7.0% |
| 3Y | +133.6% | +78.1% | +55.5% | -11.0% |
| 5Y | +33.5% | +73.1% | -39.6% | -42.2% |
| All | -34.0% | +309.6% | -343.7% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling