-41.7%
CCL price history and return analytics
+222.7%
-264.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -0.9% |
| 7D | -4.4% | -0.1% | -4.2% | -4.2% |
| 30D | -18.2% | -0.7% | -17.5% | -17.1% |
| 3M | -17.7% | +4.0% | -21.7% | -23.6% |
| 6M | -13.0% | +12.3% | -25.3% | -29.6% |
| YTD | -24.5% | +14.0% | -38.5% | -40.5% |
| 1Y | -26.9% | +20.3% | -47.2% | -48.2% |
| 3Y | +50.8% | +75.4% | -24.7% | -46.9% |
| 5Y | -0.9% | +66.0% | -66.9% | -57.6% |
| 10Y | -41.7% | +228.2% | -269.9% | -88.9% |
| All | -41.7% | +222.7% | -264.3% | -88.9% |
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 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