+351.3%
CCNE vs VOO
+817.1%
-465.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.0% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | -1.2% | +0.1% | -1.3% | -1.4% |
| 3M | +13.2% | +2.0% | +11.2% | +10.3% |
| 6M | +23.9% | +13.0% | +10.9% | +7.8% |
| YTD | +35.9% | +13.6% | +22.3% | +17.6% |
| 1Y | +36.1% | +20.1% | +16.0% | +10.7% |
| 3Y | +102.3% | +77.6% | +24.7% | +6.4% |
| 5Y | +63.9% | +82.4% | -18.5% | -18.6% |
| 10Y | +125.9% | +316.8% | -190.9% | -58.0% |
| All | +351.3% | +817.1% | -465.8% | -76.1% |
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