+123.4%
VRT vs CCEP
+24.3%
+99.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.1% | +7.5% | +3.0% |
| 7D | +9.1% | -3.1% | +12.2% | +7.7% |
| 30D | +0.9% | -2.6% | +3.5% | 0.0% |
| 3M | -13.4% | +14.9% | -28.3% | -10.1% |
| 6M | +11.7% | +2.3% | +9.4% | +11.3% |
| YTD | +73.2% | +17.8% | +55.4% | +97.5% |
| 1Y | +123.4% | +24.2% | +99.2% | +177.2% |
| All | +123.4% | +24.3% | +99.2% | +177.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling