-34.7%
CCC price history and return analytics
+118.1%
-152.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -1.3% |
| 7D | +0.3% | -0.3% | +0.6% | +0.5% |
| 30D | +16.9% | -1.4% | +18.3% | +18.3% |
| 3M | +21.5% | -1.4% | +22.9% | +22.9% |
| 6M | +44.0% | +5.5% | +38.5% | +37.0% |
| YTD | -3.3% | +12.8% | -16.1% | -13.0% |
| 1Y | -5.4% | +15.4% | -20.8% | -16.7% |
| 3Y | -29.6% | +76.9% | -106.5% | -57.8% |
| 5Y | -36.5% | +60.4% | -96.9% | -59.1% |
| All | -34.7% | +118.1% | -152.8% | -61.8% |
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