+2.1%
CCD price history and return analytics
+57.0%
-54.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.3% | -1.3% |
| 7D | +1.2% | +2.4% | -1.1% | -0.8% |
| 30D | -11.4% | -1.5% | -9.9% | -10.2% |
| 3M | -21.5% | -4.1% | -17.4% | -18.5% |
| 6M | -15.2% | +0.6% | -15.8% | -15.4% |
| YTD | +4.4% | +11.0% | -6.6% | -4.0% |
| 1Y | +5.3% | +13.3% | -8.0% | -4.8% |
| 3Y | +51.1% | +73.4% | -22.3% | -4.8% |
| All | +2.1% | +57.0% | -54.9% | -30.6% |
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 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