+35.1%
CCAP price history and return analytics
+129.8%
-94.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.8% |
| 7D | -1.3% | +0.4% | -1.8% | -1.7% |
| 30D | -7.8% | +1.0% | -8.8% | -8.5% |
| 3M | -6.8% | +2.4% | -9.2% | -8.6% |
| 6M | -16.9% | +12.0% | -28.9% | -23.6% |
| YTD | -20.8% | +15.3% | -36.1% | -28.8% |
| 1Y | -25.9% | +22.6% | -48.5% | -36.2% |
| 3Y | -11.0% | +74.7% | -85.7% | -40.9% |
| 5Y | -0.4% | +66.1% | -66.5% | -31.9% |
| All | +35.1% | +129.8% | -94.7% | -40.1% |
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