-85.2%
CCCC price history and return analytics
+126.4%
-211.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | -2.3% | +0.4% | -2.8% | -3.4% |
| 30D | +3.9% | +1.0% | +2.9% | +1.8% |
| 3M | -9.8% | +2.4% | -12.2% | -14.5% |
| 6M | +21.7% | +12.0% | +9.7% | -3.4% |
| YTD | +96.9% | +15.3% | +81.5% | +47.2% |
| 1Y | +40.8% | +22.6% | +18.2% | -6.1% |
| 3Y | +30.6% | +74.7% | -44.1% | -53.9% |
| 5Y | -91.5% | +66.1% | -157.6% | -96.6% |
| All | -85.2% | +126.4% | -211.6% | -95.0% |
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