-50.2%
VFC vs CCEP
+336.4%
-386.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.5% |
| 7D | -1.4% | -0.3% | -1.1% | -1.3% |
| 30D | +24.6% | +11.0% | +13.7% | +17.9% |
| 3M | +38.4% | +9.2% | +29.2% | +31.9% |
| 6M | +15.3% | +27.2% | -11.9% | +1.3% |
| YTD | +12.7% | +30.3% | -17.6% | -2.7% |
| 1Y | +32.7% | +28.7% | +4.0% | +15.3% |
| 3Y | +43.7% | +109.4% | -65.7% | -6.8% |
| 5Y | -69.2% | +144.1% | -213.2% | -82.0% |
| All | -50.2% | +336.4% | -386.7% | -75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling