+89.1%
CCEP vs VRSN
+38.4%
+50.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +1.2% |
| 7D | -1.0% | -2.1% | +1.2% | -0.7% |
| 30D | -1.6% | -3.9% | +2.3% | -1.2% |
| 3M | +11.9% | -0.1% | +12.0% | +11.6% |
| 6M | +7.5% | +16.4% | -9.0% | +5.0% |
| YTD | +18.7% | +17.2% | +1.5% | +15.8% |
| 1Y | +21.4% | +1.0% | +20.4% | +21.6% |
| 3Y | +89.1% | +39.1% | +50.0% | +76.7% |
| All | +89.1% | +38.4% | +50.7% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling