-11.9%
CCAP price history and return analytics
+58.5%
-70.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.1% |
| 7D | +6.9% | +2.9% | +4.0% | +5.1% |
| 30D | +10.5% | -2.5% | +13.0% | +12.0% |
| 3M | -5.2% | -3.3% | -1.9% | -3.5% |
| 6M | -17.9% | +1.5% | -19.4% | -18.7% |
| YTD | -20.0% | +11.4% | -31.4% | -25.1% |
| 1Y | -18.7% | +11.9% | -30.6% | -24.0% |
| 3Y | -14.3% | +73.9% | -88.2% | -36.5% |
| 5Y | -11.9% | +57.9% | -69.8% | -35.4% |
| All | -11.9% | +58.5% | -70.5% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling