-9.7%
CC price history and return analytics
+204.3%
-214.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.1% | -3.5% | +0.1% |
| 7D | -3.3% | -4.2% | +0.8% | +4.8% |
| 30D | -9.4% | -5.8% | -3.6% | +1.4% |
| 3M | -12.1% | -5.2% | -6.9% | -2.5% |
| 6M | -53.9% | +0.1% | -54.1% | -54.1% |
| YTD | +9.7% | +8.2% | +1.5% | -6.2% |
| 1Y | +8.1% | +10.1% | -2.0% | -10.2% |
| 3Y | -44.8% | +69.7% | -114.5% | -78.4% |
| 5Y | -53.7% | +53.4% | -107.1% | -77.4% |
| 10Y | +3.6% | +219.2% | -215.6% | -85.2% |
| All | -9.7% | +204.3% | -214.0% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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