+110.9%
CCEP vs VRSN
+51.5%
+59.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.3% |
| 7D | +1.7% | -0.8% | +2.5% | +1.7% |
| 30D | +12.7% | +0.7% | +12.0% | +12.6% |
| 3M | +8.5% | +4.1% | +4.4% | +7.9% |
| 6M | +25.6% | +6.7% | +18.9% | +24.2% |
| YTD | +30.9% | +27.1% | +3.9% | +26.7% |
| 1Y | +32.0% | +28.0% | +4.0% | +27.5% |
| 3Y | +110.9% | +52.6% | +58.3% | +97.7% |
| All | +110.9% | +51.5% | +59.5% | +97.7% |
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