+12,036.0%
VRTX vs CCEP
+7,426.3%
+4,609.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.3% |
| 7D | +0.8% | -3.1% | +3.9% | +1.7% |
| 30D | +12.6% | -2.6% | +15.2% | +13.4% |
| 3M | +23.6% | +14.9% | +8.7% | +18.8% |
| 6M | +14.3% | +2.3% | +12.0% | +13.2% |
| YTD | +20.5% | +17.8% | +2.6% | +14.6% |
| 1Y | +37.6% | +24.2% | +13.4% | +28.8% |
| 3Y | +55.5% | +84.7% | -29.2% | +29.5% |
| 5Y | +175.7% | +103.2% | +72.6% | +120.6% |
| 10Y | +474.2% | +257.4% | +216.8% | +276.6% |
| All | +12,036.0% | +7,426.3% | +4,609.7% | +3,305.4% |
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