+135.2%
VGT vs CCEP
+105.2%
+29.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.4% | +0.6% |
| 7D | +1.5% | -3.7% | +5.2% | +2.6% |
| 30D | +0.5% | -2.1% | +2.6% | +1.0% |
| 3M | +5.3% | +7.2% | -1.9% | +2.4% |
| 6M | +32.4% | +3.3% | +29.2% | +30.1% |
| YTD | +28.6% | +15.7% | +12.9% | +20.8% |
| 1Y | +37.6% | +16.6% | +21.1% | +28.5% |
| 3Y | +125.5% | +84.3% | +41.2% | +66.1% |
| 5Y | +135.2% | +109.0% | +26.2% | +60.1% |
| All | +135.2% | +105.2% | +29.9% | +60.1% |
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