+112.2%
VSH vs CCEP
+18.5%
+93.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | -0.5% |
| 7D | +3.5% | -3.7% | +7.2% | +1.8% |
| 30D | -4.4% | -2.1% | -2.3% | -5.2% |
| 3M | -45.8% | +7.2% | -53.0% | -44.8% |
| 6M | +90.1% | +3.3% | +86.9% | +89.4% |
| YTD | +120.3% | +15.7% | +104.6% | +137.5% |
| 1Y | +112.2% | +16.6% | +95.7% | +133.6% |
| All | +112.2% | +18.5% | +93.7% | +133.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling