+201.1%
CCLD price history and return analytics
+224.4%
-23.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -0.3% |
| 7D | +47.2% | -0.7% | +47.9% | +47.2% |
| 30D | +36.6% | -1.7% | +38.3% | +38.3% |
| 3M | +8.6% | -2.3% | +10.9% | +10.6% |
| 6M | +17.8% | +1.5% | +16.3% | +15.2% |
| YTD | -9.2% | +12.0% | -21.3% | -19.6% |
| 1Y | -19.9% | +12.9% | -32.8% | -29.6% |
| 3Y | +124.6% | +74.9% | +49.6% | +32.5% |
| 5Y | -66.3% | +59.9% | -126.2% | -78.2% |
| 10Y | +201.1% | +224.6% | -23.5% | +3.1% |
| All | +201.1% | +224.4% | -23.2% | +3.1% |
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 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