+108.7%
CCEP vs VSAT
+53.4%
+55.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | +0.7% |
| 7D | -1.0% | +17.3% | -18.3% | -1.3% |
| 30D | -1.6% | -3.3% | +1.7% | -1.6% |
| 3M | +11.9% | +18.7% | -6.9% | +11.1% |
| 6M | +7.5% | +77.6% | -70.1% | +5.6% |
| YTD | +18.7% | +125.6% | -106.9% | +15.8% |
| 1Y | +21.4% | +158.3% | -136.9% | +17.7% |
| 3Y | +89.1% | +226.1% | -137.0% | +77.8% |
| 5Y | +108.7% | +54.7% | +54.0% | +94.1% |
| All | +108.7% | +53.4% | +55.3% | +94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling