+116.6%
VSH vs CCEP
+299.9%
-183.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.2% | +12.3% | +13.0% |
| 7D | +3.5% | +1.7% | +1.8% | +2.5% |
| 30D | -22.4% | +12.7% | -35.1% | -27.0% |
| 3M | -25.2% | +8.5% | -33.7% | -28.7% |
| 6M | -22.5% | +25.6% | -48.1% | -32.2% |
| YTD | +84.2% | +30.9% | +53.3% | +57.0% |
| 1Y | +87.1% | +32.0% | +55.1% | +58.7% |
| 3Y | +31.7% | +110.9% | -79.3% | -14.3% |
| 5Y | +42.6% | +138.5% | -95.9% | -14.7% |
| 10Y | +116.6% | +302.3% | -185.7% | +10.5% |
| All | +116.6% | +299.9% | -183.3% | +10.5% |
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