+235.8%
CCBG price history and return analytics
+371.8%
-136.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | +1.6% | +1.0% | +0.6% | +0.6% |
| 30D | -2.1% | -0.2% | -1.8% | -1.9% |
| 3M | +12.6% | +4.5% | +8.0% | +7.4% |
| 6M | +20.6% | +14.1% | +6.5% | +5.1% |
| YTD | +21.1% | +14.8% | +6.4% | +4.8% |
| 1Y | +18.9% | +21.2% | -2.3% | -2.6% |
| 3Y | +82.3% | +76.6% | +5.8% | +2.4% |
| 5Y | +154.2% | +66.6% | +87.6% | +47.6% |
| 10Y | +312.8% | +222.3% | +90.5% | +27.3% |
| All | +235.8% | +371.8% | -136.1% | -21.9% |
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