+66.7%
VSH vs CCEP
+108.6%
-41.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.8% | -1.3% |
| 7D | +6.2% | -1.0% | +7.2% | +6.4% |
| 30D | -11.1% | -1.6% | -9.5% | -10.8% |
| 3M | -44.9% | +11.9% | -56.8% | -47.8% |
| 6M | +90.0% | +7.5% | +82.5% | +82.4% |
| YTD | +118.8% | +18.7% | +100.1% | +100.8% |
| 1Y | +109.0% | +21.4% | +87.6% | +88.8% |
| 3Y | +35.6% | +89.1% | -53.5% | -3.8% |
| 5Y | +66.7% | +108.7% | -42.0% | +9.1% |
| All | +66.7% | +108.6% | -41.9% | +9.1% |
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