-38.6%
CCLD vs VOO
+364.5%
-403.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.3% | +5.1% | +5.1% |
| 7D | +52.9% | -0.6% | +53.5% | +52.7% |
| 30D | +31.5% | -3.6% | +35.1% | +35.3% |
| 3M | +9.1% | -2.7% | +11.9% | +11.4% |
| 6M | +11.4% | +2.2% | +9.2% | +8.5% |
| YTD | -9.9% | +10.9% | -20.8% | -18.6% |
| 1Y | -22.0% | +11.3% | -33.3% | -29.7% |
| 3Y | +122.9% | +76.9% | +46.0% | +35.8% |
| 5Y | -66.4% | +73.5% | -139.9% | -79.0% |
| 10Y | +215.0% | +307.7% | -92.7% | -8.4% |
| All | -38.6% | +364.5% | -403.1% | -84.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling