+500.1%
VST vs CCEP
+157.0%
+343.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.3% | -7.4% | -6.3% |
| 7D | -19.9% | +5.7% | -25.6% | -20.5% |
| 30D | -29.7% | +15.3% | -45.0% | -31.1% |
| 3M | -19.6% | +8.0% | -27.6% | -20.5% |
| 6M | -29.4% | +26.7% | -56.1% | -32.5% |
| YTD | -29.7% | +30.7% | -60.4% | -33.3% |
| 1Y | -40.0% | +36.5% | -76.6% | -43.7% |
| 3Y | +231.0% | +111.1% | +119.9% | +169.6% |
| 5Y | +500.1% | +149.7% | +350.3% | +350.2% |
| All | +500.1% | +157.0% | +343.0% | +350.2% |
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