-49.4%
CCEL price history and return analytics
+57.4%
-106.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.1% |
| 7D | -8.0% | +0.4% | -8.4% | -8.1% |
| 30D | +12.8% | -2.6% | +15.4% | +13.4% |
| 3M | +36.7% | -3.2% | +39.9% | +37.4% |
| 6M | +42.6% | +0.9% | +41.7% | +42.3% |
| YTD | +43.0% | +11.3% | +31.7% | +40.3% |
| 1Y | +17.1% | +14.0% | +3.1% | +14.4% |
| 3Y | +3.8% | +75.8% | -72.1% | -4.1% |
| 5Y | -49.4% | +57.8% | -107.2% | -52.1% |
| All | -49.4% | +57.4% | -106.8% | -52.1% |
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