+1.4%
CCL vs VXUS
+54.3%
-52.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.8% |
| 7D | -5.0% | +1.0% | -6.1% | -6.8% |
| 30D | -20.3% | +2.2% | -22.5% | -23.5% |
| 3M | -15.1% | +3.0% | -18.1% | -20.0% |
| 6M | -15.1% | +10.7% | -25.8% | -29.3% |
| YTD | -21.8% | +17.8% | -39.6% | -42.2% |
| 1Y | -24.8% | +27.6% | -52.4% | -52.3% |
| 3Y | +51.9% | +73.3% | -21.4% | -47.7% |
| All | +1.4% | +54.3% | -52.9% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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