+148.2%
CCEP vs VSAT
-0.1%
+148.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +7.7% | -8.7% | -1.1% |
| 7D | +2.6% | -17.0% | +19.5% | +2.8% |
| 30D | +15.1% | -9.8% | +24.9% | +15.2% |
| 3M | +7.3% | -22.0% | +29.3% | +7.6% |
| 6M | +23.4% | -5.0% | +28.4% | +22.9% |
| YTD | +29.4% | +85.6% | -56.2% | +26.7% |
| 1Y | +34.2% | +80.2% | -46.0% | +31.4% |
| 3Y | +108.4% | +250.0% | -141.7% | +93.1% |
| All | +148.2% | -0.1% | +148.2% | +159.2% |
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