+175.8%
CCS price history and return analytics
+225.7%
-50.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.3% |
| 7D | +3.2% | -0.1% | +3.3% | +3.3% |
| 30D | -2.8% | -3.1% | +0.2% | +1.4% |
| 3M | -21.1% | -3.5% | -17.6% | -17.1% |
| 6M | -0.6% | +0.5% | -1.1% | -1.8% |
| YTD | -7.5% | +10.8% | -18.2% | -20.8% |
| 1Y | -6.8% | +11.9% | -18.7% | -21.4% |
| 3Y | -18.0% | +73.0% | -91.0% | -63.9% |
| 5Y | -16.0% | +58.6% | -74.6% | -56.6% |
| 10Y | +187.3% | +219.2% | -31.9% | -34.9% |
| All | +175.8% | +225.7% | -50.0% | -38.4% |
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