-95.0%
CCUP vs VOO
+20.9%
-115.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.3% | +4.8% | -1.4% |
| 7D | -24.4% | -0.9% | -23.5% | -19.8% |
| 30D | -40.3% | -2.3% | -38.0% | -28.9% |
| 3M | -27.4% | -1.2% | -26.2% | -16.5% |
| 6M | -83.1% | +3.3% | -86.5% | -84.7% |
| YTD | -70.3% | +12.3% | -82.6% | -82.7% |
| 1Y | -83.2% | +12.5% | -95.7% | -90.0% |
| All | -95.0% | +20.9% | -115.9% | -98.2% |
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