+200.3%
CCD price history and return analytics
+235.1%
-34.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.8% | +0.4% | -2.3% | -2.3% |
| 30D | -3.3% | +1.0% | -4.3% | -4.2% |
| 3M | -3.0% | +2.4% | -5.4% | -5.1% |
| 6M | +13.0% | +12.0% | +1.0% | +1.5% |
| YTD | +24.0% | +15.3% | +8.7% | +8.3% |
| 1Y | +30.7% | +22.6% | +8.2% | +7.8% |
| 3Y | +65.5% | +74.7% | -9.2% | -4.0% |
| 5Y | +28.6% | +66.1% | -37.5% | -22.1% |
| 10Y | +245.6% | +225.0% | +20.6% | +14.3% |
| All | +200.3% | +235.1% | -34.8% | -6.3% |
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