-67.9%
VFC vs CCEP
+148.1%
-216.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.6% |
| 7D | +11.2% | +2.6% | +8.6% | +9.8% |
| 30D | +41.5% | +15.1% | +26.4% | +32.1% |
| 3M | +38.9% | +7.3% | +31.7% | +33.9% |
| 6M | +6.1% | +23.4% | -17.3% | -4.3% |
| YTD | +14.5% | +29.4% | -14.9% | +0.3% |
| 1Y | +46.0% | +34.2% | +11.7% | +25.6% |
| 3Y | +36.4% | +108.4% | -72.0% | -11.1% |
| All | -67.9% | +148.1% | -216.0% | -82.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling