+2,723.0%
VRT vs CCEP
+224.1%
+2,499.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.1% | +7.5% | +5.6% |
| 7D | +9.1% | -3.1% | +12.2% | +10.4% |
| 30D | +0.9% | -2.6% | +3.5% | +1.8% |
| 3M | -13.4% | +14.9% | -28.3% | -19.3% |
| 6M | +11.7% | +2.3% | +9.4% | +9.2% |
| YTD | +73.2% | +17.8% | +55.4% | +59.1% |
| 1Y | +123.4% | +24.2% | +99.2% | +98.5% |
| 3Y | +606.2% | +84.7% | +521.4% | +404.8% |
| 5Y | +899.9% | +103.2% | +796.7% | +573.7% |
| All | +2,723.0% | +224.1% | +2,499.0% | +1,597.9% |
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