+238.1%
CCEP vs VSAT
-3.0%
+241.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.9% | +4.4% | -2.1% |
| 7D | -3.7% | +3.5% | -7.2% | -3.9% |
| 30D | -2.1% | -14.7% | +12.6% | -1.1% |
| 3M | +7.2% | +13.2% | -6.0% | +5.2% |
| 6M | +3.3% | +57.4% | -54.1% | -1.6% |
| YTD | +15.7% | +110.0% | -94.3% | +7.1% |
| 1Y | +16.6% | +134.4% | -117.8% | +6.2% |
| 3Y | +84.3% | +203.5% | -119.3% | +53.2% |
| 5Y | +109.0% | +47.1% | +61.9% | +83.6% |
| 10Y | +238.1% | +0.4% | +237.8% | +191.9% |
| All | +238.1% | -3.0% | +241.2% | +191.9% |
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