+184.6%
VRTX vs CCEP
+148.1%
+36.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | -2.1% | +2.6% | -4.7% | -2.7% |
| 30D | +8.2% | +15.1% | -6.9% | +4.4% |
| 3M | +13.0% | +7.3% | +5.7% | +10.9% |
| 6M | +27.9% | +23.4% | +4.5% | +20.8% |
| YTD | +20.7% | +29.4% | -8.7% | +12.5% |
| 1Y | +31.4% | +34.2% | -2.8% | +21.3% |
| 3Y | +41.8% | +108.4% | -66.5% | +12.9% |
| All | +184.6% | +148.1% | +36.5% | +113.8% |
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