-95.3%
CCUP price history and return analytics
+19.8%
-115.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.5% | -6.5% | -4.4% |
| 7D | -26.4% | -0.1% | -26.2% | -25.7% |
| 30D | -44.5% | -3.1% | -41.4% | -32.1% |
| 3M | -23.3% | -3.5% | -19.8% | +0.2% |
| 6M | -78.9% | +0.5% | -79.4% | -76.6% |
| YTD | -72.0% | +10.8% | -82.8% | -81.8% |
| 1Y | -85.8% | +11.9% | -97.7% | -91.3% |
| All | -95.3% | +19.8% | -115.1% | -98.2% |
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 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