-28.9%
CCL vs VXUS
+179.6%
-208.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.6% |
| 7D | -5.0% | +1.0% | -6.1% | -6.4% |
| 30D | -20.3% | +2.2% | -22.5% | -22.8% |
| 3M | -15.1% | +3.0% | -18.1% | -18.8% |
| 6M | -15.1% | +10.7% | -25.8% | -25.9% |
| YTD | -21.8% | +17.8% | -39.6% | -37.6% |
| 1Y | -24.8% | +27.6% | -52.4% | -46.4% |
| 3Y | +51.9% | +73.3% | -21.4% | -29.0% |
| 5Y | +4.0% | +54.3% | -50.3% | -39.0% |
| 10Y | -42.2% | +149.8% | -192.1% | -77.8% |
| All | -28.9% | +179.6% | -208.6% | -76.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling