+26.7%
CCAP price history and return analytics
+116.1%
-89.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.9% |
| 7D | +1.2% | -2.3% | +3.5% | +2.9% |
| 30D | +4.1% | -5.0% | +9.1% | +7.9% |
| 3M | -17.1% | -4.9% | -12.2% | -14.2% |
| 6M | -26.6% | -1.5% | -25.1% | -26.0% |
| YTD | -25.7% | +8.5% | -34.2% | -30.3% |
| 1Y | -23.0% | +11.4% | -34.4% | -29.1% |
| 3Y | -17.5% | +70.1% | -87.5% | -44.2% |
| 5Y | -14.1% | +53.7% | -67.8% | -37.8% |
| All | +26.7% | +116.1% | -89.4% | -41.4% |
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 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