+340.9%
CCEP vs VSAT
-5.5%
+346.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +16.3% | -15.1% | +0.2% |
| 7D | +1.7% | +0.4% | +1.3% | +1.4% |
| 30D | +12.7% | +3.3% | +9.4% | +12.0% |
| 3M | +8.5% | -7.5% | +16.0% | +8.4% |
| 6M | +25.6% | +6.2% | +19.3% | +23.0% |
| YTD | +30.9% | +115.8% | -84.9% | +20.4% |
| 1Y | +32.0% | +107.7% | -75.7% | +21.3% |
| 3Y | +110.9% | +292.0% | -181.1% | +68.7% |
| 5Y | +138.5% | +35.3% | +103.2% | +115.2% |
| All | +340.9% | -5.5% | +346.4% | +281.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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