+12,057.6%
VRTX vs CCEP
+8,164.3%
+3,893.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | -2.1% | +2.6% | -4.7% | -2.8% |
| 30D | +8.2% | +15.1% | -6.9% | +4.1% |
| 3M | +13.0% | +7.3% | +5.7% | +10.7% |
| 6M | +27.9% | +23.4% | +4.5% | +20.4% |
| YTD | +20.7% | +29.4% | -8.7% | +11.8% |
| 1Y | +31.4% | +34.2% | -2.8% | +20.5% |
| 3Y | +41.8% | +108.4% | -66.5% | +14.2% |
| 5Y | +183.7% | +147.3% | +36.4% | +115.2% |
| 10Y | +592.9% | +301.3% | +291.5% | +339.9% |
| All | +12,057.6% | +8,164.3% | +3,893.2% | +3,223.0% |
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