-8.2%
VFC vs CCEP
+24.3%
-32.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.5% | +3.7% |
| 7D | -1.6% | -3.1% | +1.5% | -0.4% |
| 30D | -11.6% | -2.6% | -9.0% | -10.7% |
| 3M | -18.1% | +14.9% | -33.0% | -22.5% |
| 6M | -27.4% | +2.3% | -29.6% | -29.1% |
| YTD | -24.8% | +17.8% | -42.7% | -30.2% |
| 1Y | -8.2% | +24.2% | -32.4% | -17.3% |
| All | -8.2% | +24.3% | -32.5% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling