+1,255.6%
VFC vs CCEP
+7,553.0%
-6,297.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.4% |
| 7D | +11.2% | +2.6% | +8.6% | +10.4% |
| 30D | +41.5% | +15.1% | +26.4% | +36.2% |
| 3M | +38.9% | +7.3% | +31.7% | +36.2% |
| 6M | +6.1% | +23.4% | -17.3% | +0.2% |
| YTD | +14.5% | +29.4% | -14.9% | +6.5% |
| 1Y | +46.0% | +34.2% | +11.7% | +34.5% |
| 3Y | +36.4% | +108.4% | -72.0% | +10.7% |
| 5Y | -67.5% | +147.3% | -214.8% | -74.9% |
| 10Y | -45.8% | +301.3% | -347.2% | -62.9% |
| All | +1,255.6% | +7,553.0% | -6,297.4% | +394.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling