+324.7%
CMCL vs VOO
+309.6%
+15.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.2% |
| 7D | -1.5% | +2.6% | -4.1% | -3.1% |
| 30D | -10.3% | -2.0% | -8.3% | -9.3% |
| 3M | -7.3% | -2.8% | -4.5% | -5.7% |
| 6M | -14.8% | +2.2% | -17.0% | -15.7% |
| YTD | -18.9% | +11.5% | -30.5% | -23.4% |
| 1Y | -26.3% | +13.5% | -39.8% | -30.9% |
| 3Y | +97.9% | +78.1% | +19.8% | +44.4% |
| 5Y | +75.7% | +73.1% | +2.6% | +28.5% |
| All | +324.7% | +309.6% | +15.1% | +119.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling