+336.9%
CCEP vs VRSN
+291.7%
+45.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | +11.0% | +3.6% | +7.4% | +9.8% |
| 3M | +9.2% | +10.8% | -1.6% | +5.9% |
| 6M | +27.2% | +9.9% | +17.2% | +23.0% |
| YTD | +30.3% | +29.8% | +0.5% | +19.0% |
| 1Y | +28.7% | +26.3% | +2.4% | +18.5% |
| 3Y | +109.4% | +53.5% | +55.9% | +77.9% |
| 5Y | +144.1% | +34.8% | +109.3% | +112.3% |
| All | +336.9% | +291.7% | +45.3% | +188.3% |
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