-0.4%
CCO price history and return analytics
+65.1%
-65.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.2% |
| 7D | +0.8% | -0.1% | +1.0% | +1.1% |
| 30D | -1.2% | -0.7% | -0.6% | -0.2% |
| 3M | -0.8% | +4.0% | -4.8% | -9.0% |
| 6M | +0.4% | +12.3% | -11.9% | -22.2% |
| YTD | +7.7% | +14.0% | -6.3% | -19.5% |
| 1Y | +77.6% | +20.3% | +57.3% | +19.7% |
| 3Y | +66.4% | +75.4% | -9.0% | -47.2% |
| All | -0.4% | +65.1% | -65.5% | -64.0% |
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