-32.9%
CCC price history and return analytics
+75.3%
-108.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -1.7% |
| 7D | +0.1% | +0.4% | -0.2% | -0.3% |
| 30D | +9.5% | -2.6% | +12.1% | +11.5% |
| 3M | +11.1% | -3.2% | +14.4% | +13.7% |
| 6M | +49.9% | +0.9% | +49.0% | +48.4% |
| YTD | -3.3% | +11.3% | -14.6% | -10.9% |
| 1Y | +0.9% | +14.0% | -13.1% | -8.8% |
| All | -32.9% | +75.3% | -108.2% | -56.9% |
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 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