-45.2%
CCO price history and return analytics
+228.0%
-273.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.7% | +13.7% | +11.0% | -0.3% |
| 7D | +24.7% | +13.7% | +11.0% | -0.3% |
| 30D | +24.7% | +13.7% | +11.0% | -0.3% |
| 3M | +24.7% | +13.7% | +11.0% | -0.3% |
| 6M | +24.7% | +13.7% | +11.0% | -0.3% |
| YTD | +24.7% | +13.7% | +11.0% | -0.3% |
| 1Y | +77.9% | +16.6% | +61.3% | +36.5% |
| 3Y | +118.0% | +79.8% | +38.2% | -20.8% |
| 5Y | -10.0% | +65.8% | -75.9% | -59.7% |
| All | -45.2% | +228.0% | -273.2% | -85.2% |
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