-92.4%
CCCC price history and return analytics
+66.2%
-158.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -4.5% |
| 7D | -8.3% | +1.0% | -9.3% | -10.3% |
| 30D | -4.8% | -0.2% | -4.6% | -4.4% |
| 3M | -1.1% | +4.5% | -5.7% | -11.0% |
| 6M | +16.8% | +14.1% | +2.7% | -12.5% |
| YTD | +85.9% | +14.8% | +71.1% | +37.4% |
| 1Y | +31.0% | +21.2% | +9.8% | -13.3% |
| 3Y | +54.3% | +76.6% | -22.2% | -51.9% |
| 5Y | -92.4% | +66.6% | -159.0% | -97.1% |
| All | -92.4% | +66.2% | -158.6% | -97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling