+2,267.4%
VGT vs CCEP
+1,422.6%
+844.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +1.4% |
| 7D | +1.0% | -3.1% | +4.1% | +2.1% |
| 30D | +1.3% | -2.6% | +3.9% | +2.1% |
| 3M | -1.1% | +14.9% | -16.1% | -6.5% |
| 6M | +32.6% | +2.3% | +30.4% | +30.5% |
| YTD | +29.0% | +17.8% | +11.1% | +20.3% |
| 1Y | +39.7% | +24.2% | +15.5% | +27.3% |
| 3Y | +120.9% | +84.7% | +36.2% | +71.5% |
| 5Y | +133.6% | +103.2% | +30.4% | +73.0% |
| 10Y | +792.6% | +257.4% | +535.2% | +415.9% |
| All | +2,267.4% | +1,422.6% | +844.8% | +592.3% |
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