+493.1%
VRTX vs CCEP
+299.9%
+193.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.4% |
| 7D | -0.4% | +1.7% | -2.1% | -0.8% |
| 30D | +8.0% | +12.7% | -4.7% | +4.7% |
| 3M | +11.0% | +8.5% | +2.6% | +8.6% |
| 6M | +28.2% | +25.6% | +2.6% | +20.6% |
| YTD | +21.5% | +30.9% | -9.4% | +12.9% |
| 1Y | +34.5% | +32.0% | +2.6% | +24.7% |
| 3Y | +49.5% | +110.9% | -61.5% | +21.2% |
| 5Y | +188.3% | +138.5% | +49.8% | +123.6% |
| 10Y | +493.1% | +302.3% | +190.8% | +313.3% |
| All | +493.1% | +299.9% | +193.2% | +313.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling