+6,974.7%
CCEP vs VICR
+12,032.5%
-5,057.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.5% | -8.6% | -3.5% |
| 7D | -3.1% | +0.4% | -3.5% | -3.1% |
| 30D | -2.6% | -13.9% | +11.3% | -1.7% |
| 3M | +14.9% | -38.4% | +53.3% | +18.0% |
| 6M | +2.3% | -7.2% | +9.5% | +0.1% |
| YTD | +17.8% | +72.0% | -54.2% | +9.0% |
| 1Y | +24.2% | +263.3% | -239.1% | +6.8% |
| 3Y | +84.7% | +173.3% | -88.5% | +56.8% |
| 5Y | +103.2% | +47.3% | +55.9% | +74.2% |
| 10Y | +257.4% | +1,495.2% | -1,237.8% | +135.5% |
| All | +6,974.7% | +12,032.5% | -5,057.8% | +2,981.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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