+1,476.3%
CCEP vs VCLT
+103.4%
+1,372.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -3.1% | -0.5% | -2.6% | -3.0% |
| 30D | -2.6% | -0.9% | -1.7% | -2.4% |
| 3M | +14.9% | -3.2% | +18.2% | +15.7% |
| 6M | +2.3% | -3.8% | +6.1% | +3.1% |
| YTD | +17.8% | -2.0% | +19.9% | +18.4% |
| 1Y | +24.2% | -0.8% | +25.0% | +24.4% |
| 3Y | +84.7% | +12.3% | +72.4% | +80.4% |
| 5Y | +103.2% | -15.4% | +118.6% | +104.3% |
| 10Y | +257.4% | +15.7% | +241.6% | +268.2% |
| All | +1,476.3% | +103.4% | +1,372.9% | +1,789.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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