-19.9%
CCLD vs VOO
+13.0%
-32.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.1% |
| 7D | +47.2% | -0.9% | +48.1% | +46.9% |
| 30D | +36.6% | -2.3% | +38.9% | +38.5% |
| 3M | +8.6% | -1.2% | +9.8% | +8.9% |
| 6M | +17.8% | +3.3% | +14.4% | +13.5% |
| YTD | -9.2% | +12.3% | -21.6% | -19.9% |
| 1Y | -19.9% | +12.5% | -32.4% | -29.3% |
| All | -19.9% | +13.0% | -32.9% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling