+360.5%
CMCL vs VOO
+321.7%
+38.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.0% |
| 7D | -3.6% | -2.0% | -1.7% | -2.5% |
| 30D | +11.3% | -1.7% | +13.0% | +12.4% |
| 3M | +36.0% | +4.7% | +31.3% | +32.6% |
| 6M | -1.7% | +12.6% | -14.3% | -7.8% |
| YTD | -2.0% | +11.8% | -13.7% | -7.4% |
| 1Y | -17.1% | +17.5% | -34.7% | -23.7% |
| 3Y | +177.2% | +77.0% | +100.2% | +103.8% |
| 5Y | +152.8% | +82.6% | +70.3% | +80.0% |
| All | +360.5% | +321.7% | +38.8% | +196.7% |
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