-28.4%
CCO price history and return analytics
+61.0%
-89.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +87.6% | +78.8% | +8.8% | -7.7% |
| 7D | +87.6% | +78.8% | +8.8% | -7.7% |
| 30D | +87.6% | +78.8% | +8.8% | -7.7% |
| 3M | +87.6% | +78.8% | +8.8% | -7.7% |
| 6M | +87.6% | +78.8% | +8.8% | -7.7% |
| YTD | +87.6% | +78.8% | +8.8% | -7.7% |
| 1Y | +87.6% | +78.8% | +8.8% | -7.7% |
| 3Y | +118.0% | +79.8% | +38.2% | +5.7% |
| All | -28.4% | +61.0% | -89.4% | -57.6% |
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 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