+36.8%
CCNE vs VOO
+17.3%
+19.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.3% |
| 7D | +0.3% | -2.0% | +2.3% | +1.4% |
| 30D | +0.4% | -1.7% | +2.1% | +1.3% |
| 3M | +7.4% | +4.7% | +2.6% | +4.2% |
| 6M | +27.2% | +12.6% | +14.7% | +17.6% |
| YTD | +34.1% | +11.8% | +22.4% | +24.6% |
| 1Y | +36.8% | +17.5% | +19.3% | +21.3% |
| All | +36.8% | +17.3% | +19.5% | +21.3% |
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