-30.7%
CCC price history and return analytics
+75.0%
-105.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +0.3% | +0.4% | -0.2% | 0.0% |
| 30D | +16.3% | +1.0% | +15.3% | +15.5% |
| 3M | +50.5% | +2.4% | +48.1% | +47.9% |
| 6M | +25.8% | +12.0% | +13.8% | +15.1% |
| YTD | -5.5% | +15.3% | -20.9% | -15.1% |
| 1Y | -22.3% | +22.6% | -44.8% | -33.4% |
| All | -30.7% | +75.0% | -105.7% | -53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling