-60.5%
CCEL price history and return analytics
+65.7%
-126.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.4% |
| 7D | +1.7% | -0.1% | +1.9% | +1.8% |
| 30D | +17.1% | -0.7% | +17.8% | +17.3% |
| 3M | +19.1% | +4.0% | +15.1% | +18.3% |
| 6M | +29.2% | +12.3% | +17.0% | +26.4% |
| YTD | +19.5% | +14.0% | +5.5% | +16.5% |
| 1Y | -8.5% | +20.3% | -28.8% | -11.5% |
| 3Y | -23.1% | +75.4% | -98.5% | -29.9% |
| 5Y | -60.5% | +66.0% | -126.4% | -63.0% |
| All | -60.5% | +65.7% | -126.1% | -63.0% |
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 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