-34.7%
CCC price history and return analytics
+115.3%
-150.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.2% |
| 7D | +0.3% | +2.9% | -2.6% | -2.1% |
| 30D | -1.7% | -2.5% | +0.8% | +0.2% |
| 3M | +10.3% | -3.3% | +13.7% | +13.3% |
| 6M | +70.1% | +1.5% | +68.6% | +67.1% |
| YTD | -3.3% | +11.4% | -14.6% | -12.2% |
| 1Y | +3.1% | +11.9% | -8.8% | -6.9% |
| 3Y | -32.9% | +73.9% | -106.8% | -59.3% |
| 5Y | -38.6% | +57.9% | -96.5% | -60.0% |
| All | -34.7% | +115.3% | -150.0% | -61.5% |
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