+1,740.6%
VRT vs CCEP
+255.9%
+1,484.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.8% |
| 7D | -21.4% | +2.6% | -23.9% | -22.4% |
| 30D | -25.8% | +15.1% | -41.0% | -30.4% |
| 3M | -33.5% | +7.3% | -40.8% | -36.0% |
| 6M | -49.0% | +23.4% | -72.4% | -54.3% |
| YTD | +12.9% | +29.4% | -16.5% | -0.8% |
| 1Y | 0.0% | +34.2% | -34.2% | -13.8% |
| 3Y | +361.8% | +108.4% | +253.5% | +211.7% |
| 5Y | +565.1% | +147.3% | +417.9% | +313.5% |
| All | +1,740.6% | +255.9% | +1,484.8% | +958.4% |
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 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