+341.1%
CCEP vs VRSN
+285.2%
+55.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.4% |
| 7D | +5.4% | -0.9% | +6.3% | +5.6% |
| 30D | +12.8% | +2.4% | +10.3% | +11.9% |
| 3M | +10.9% | +6.4% | +4.5% | +8.7% |
| 6M | +25.6% | +8.6% | +17.1% | +21.9% |
| YTD | +31.0% | +29.3% | +1.7% | +19.8% |
| 1Y | +32.3% | +27.2% | +5.1% | +21.5% |
| 3Y | +110.5% | +52.8% | +57.7% | +79.1% |
| 5Y | +141.8% | +36.7% | +105.1% | +109.2% |
| 10Y | +341.1% | +290.8% | +50.3% | +191.3% |
| All | +341.1% | +285.2% | +55.9% | +191.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling