-16.1%
CCEC price history and return analytics
+346.0%
-362.1%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | -4.5% | -2.3% | -2.1% | -2.7% |
| 30D | +0.8% | -5.0% | +5.7% | +4.7% |
| 3M | -8.9% | -4.9% | -4.0% | -5.5% |
| 6M | +4.0% | -1.5% | +5.6% | +4.6% |
| YTD | +1.4% | +8.5% | -7.0% | -6.6% |
| 1Y | +6.6% | +11.4% | -4.7% | -4.0% |
| 3Y | +68.9% | +70.1% | -1.2% | +3.0% |
| 5Y | +77.4% | +53.7% | +23.7% | +16.3% |
| 10Y | +95.4% | +220.0% | -124.6% | -33.5% |
| All | -16.1% | +346.0% | -362.1% | -82.9% |
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