-10.1%
CCL vs VXUS
+156.4%
-166.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.3% |
| 7D | +3.1% | -1.8% | +4.9% | +6.0% |
| 30D | +13.7% | -4.6% | +18.3% | +21.9% |
| 3M | +3.8% | -6.1% | +9.9% | +13.9% |
| 6M | +9.3% | -4.9% | +14.2% | +17.6% |
| YTD | -1.1% | +8.1% | -9.1% | -10.3% |
| 1Y | +14.6% | +12.1% | +2.5% | -1.3% |
| 3Y | +146.4% | +63.9% | +82.5% | +24.8% |
| 5Y | +21.9% | +43.1% | -21.3% | -19.9% |
| 10Y | -29.4% | +139.2% | -168.7% | -70.2% |
| All | -10.1% | +156.4% | -166.5% | -65.9% |
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