+73.0%
VEA vs CCEP
+110.9%
-37.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.5% |
| 7D | +1.8% | -0.3% | +2.1% | +1.9% |
| 30D | -0.9% | +11.0% | -11.9% | -3.4% |
| 3M | -5.0% | +9.2% | -14.2% | -7.1% |
| 6M | 0.0% | +27.2% | -27.2% | -6.5% |
| YTD | +12.2% | +30.3% | -18.1% | +4.4% |
| 1Y | +14.7% | +28.7% | -14.0% | +7.1% |
| All | +73.0% | +110.9% | -37.9% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 3y: compounded portfolio wealth divided by compounded CCEP 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…
3y analysis · Full analysis span regression · 6 months rolling