+1,281.6%
VFC vs CCEP
+7,646.6%
-6,365.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +3.5% | +5.4% | -1.9% | +2.1% |
| 30D | +38.3% | +12.8% | +25.5% | +33.8% |
| 3M | +40.2% | +10.9% | +29.3% | +36.2% |
| 6M | +10.6% | +25.6% | -15.0% | +3.9% |
| YTD | +16.7% | +31.0% | -14.2% | +8.2% |
| 1Y | +45.0% | +32.3% | +12.7% | +34.1% |
| 3Y | +48.8% | +110.5% | -61.7% | +20.5% |
| 5Y | -67.6% | +141.8% | -209.4% | -74.8% |
| 10Y | -47.5% | +341.1% | -388.7% | -64.7% |
| All | +1,281.6% | +7,646.6% | -6,365.0% | +402.0% |
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