+25.1%
CCL price history and return analytics
+346.0%
-320.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.2% |
| 7D | +3.1% | -2.3% | +5.4% | +6.7% |
| 30D | +13.7% | -5.0% | +18.6% | +22.3% |
| 3M | +3.8% | -4.9% | +8.7% | +11.7% |
| 6M | +9.3% | -1.5% | +10.8% | +12.4% |
| YTD | -1.1% | +8.5% | -9.6% | -9.8% |
| 1Y | +14.6% | +11.4% | +3.2% | +0.8% |
| 3Y | +146.4% | +70.1% | +76.3% | +26.3% |
| 5Y | +21.9% | +53.7% | -31.9% | -21.9% |
| 10Y | -29.4% | +220.0% | -249.4% | -77.5% |
| All | +25.1% | +346.0% | -320.9% | -68.6% |
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