+1,495.8%
VSH vs CCEP
+7,667.7%
-6,171.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.3% | +8.5% | +8.7% |
| 7D | +12.8% | +1.8% | +11.0% | +12.1% |
| 30D | -9.0% | +12.2% | -21.2% | -12.9% |
| 3M | -12.2% | +10.7% | -22.9% | -15.9% |
| 6M | -15.9% | +27.5% | -43.4% | -23.9% |
| YTD | +103.2% | +31.3% | +71.9% | +81.5% |
| 1Y | +108.4% | +29.9% | +78.5% | +86.8% |
| 3Y | +41.6% | +111.1% | -69.5% | +6.9% |
| 5Y | +54.6% | +142.3% | -87.7% | +10.8% |
| 10Y | +138.2% | +335.5% | -197.3% | +40.8% |
| All | +1,495.8% | +7,667.7% | -6,171.9% | +350.0% |
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