+1,166.0%
CCEP vs VRSN
+7,091.1%
-5,925.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.1% |
| 7D | +5.4% | -0.9% | +6.2% | +5.5% |
| 30D | +12.8% | +2.4% | +10.3% | +12.5% |
| 3M | +10.9% | +6.4% | +4.5% | +10.2% |
| 6M | +25.6% | +8.6% | +17.1% | +24.5% |
| YTD | +31.0% | +29.3% | +1.7% | +27.5% |
| 1Y | +32.3% | +27.2% | +5.1% | +28.9% |
| 3Y | +110.5% | +52.8% | +57.7% | +101.1% |
| 5Y | +141.8% | +36.7% | +105.1% | +132.4% |
| 10Y | +341.1% | +290.8% | +50.3% | +289.2% |
| All | +1,166.0% | +7,091.1% | -5,925.1% | +643.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling