+6.1%
VNQ vs CCEP
+147.2%
-141.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.5% |
| 7D | +0.8% | +2.1% | -1.3% | 0.0% |
| 30D | +6.8% | +10.6% | -3.8% | +2.8% |
| 3M | -1.3% | +10.3% | -11.6% | -5.0% |
| 6M | +2.4% | +31.1% | -28.7% | -7.9% |
| YTD | +12.1% | +32.1% | -20.0% | +0.2% |
| 1Y | +12.0% | +32.8% | -20.8% | -0.2% |
| 3Y | +44.8% | +111.3% | -66.6% | +6.2% |
| All | +6.1% | +147.2% | -141.1% | -28.4% |
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