+30.7%
CCXIU vs VOO
+12.4%
+18.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -5.7% |
| 7D | -9.9% | -2.0% | -8.0% | -8.5% |
| 30D | -22.4% | -1.7% | -20.7% | -21.3% |
| 3M | +31.7% | +4.7% | +26.9% | +30.7% |
| 6M | +30.7% | +12.6% | +18.1% | +29.4% |
| All | +30.7% | +12.4% | +18.2% | +29.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling