+1,039.0%
CCEP vs VRSN
+6,651.0%
-5,612.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.1% |
| 7D | -3.1% | +0.1% | -3.1% | -3.1% |
| 30D | -2.6% | -0.2% | -2.4% | -2.6% |
| 3M | +14.9% | -0.3% | +15.2% | +14.8% |
| 6M | +2.3% | +23.0% | -20.7% | +0.1% |
| YTD | +17.8% | +21.3% | -3.5% | +15.4% |
| 1Y | +24.2% | +6.7% | +17.5% | +23.0% |
| 3Y | +84.7% | +45.0% | +39.8% | +77.3% |
| 5Y | +103.2% | +35.0% | +68.2% | +95.6% |
| 10Y | +257.4% | +276.3% | -19.0% | +216.6% |
| All | +1,039.0% | +6,651.0% | -5,612.0% | +572.8% |
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