+89.9%
CCEC price history and return analytics
+215.5%
-125.6%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -4.5% | -2.3% | -2.1% | -2.9% |
| 30D | +0.8% | -5.0% | +5.7% | +4.3% |
| 3M | -8.9% | -4.9% | -4.0% | -5.8% |
| 6M | +4.0% | -1.5% | +5.6% | +4.5% |
| YTD | +1.4% | +8.5% | -7.0% | -5.9% |
| 1Y | +6.6% | +11.4% | -4.7% | -3.0% |
| 3Y | +68.9% | +70.1% | -1.2% | +6.5% |
| 5Y | +77.4% | +53.7% | +23.7% | +21.4% |
| All | +89.9% | +215.5% | -125.6% | -32.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling