+207.1%
CCB price history and return analytics
+154.2%
+52.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +4.9% | +1.0% | +3.9% | +3.6% |
| 30D | +9.1% | -0.2% | +9.3% | +9.4% |
| 3M | -30.1% | +4.5% | -34.7% | -35.7% |
| 6M | -37.0% | +14.1% | -51.1% | -48.6% |
| YTD | -56.8% | +14.8% | -71.6% | -65.1% |
| 1Y | -55.7% | +21.2% | -76.9% | -66.5% |
| 3Y | +15.4% | +76.6% | -61.1% | -47.6% |
| 5Y | +73.5% | +66.6% | +6.9% | -14.7% |
| All | +207.1% | +154.2% | +52.9% | -28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling