+1,250.4%
VUG vs CCEP
+1,422.6%
-172.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.6% |
| 7D | -0.1% | -3.1% | +3.0% | +1.0% |
| 30D | -0.3% | -2.6% | +2.3% | +0.5% |
| 3M | -0.7% | +14.9% | -15.6% | -5.8% |
| 6M | +14.6% | +2.3% | +12.4% | +13.0% |
| YTD | +9.0% | +17.8% | -8.8% | +1.9% |
| 1Y | +14.9% | +24.2% | -9.3% | +5.1% |
| 3Y | +86.0% | +84.7% | +1.3% | +45.4% |
| 5Y | +76.7% | +103.2% | -26.5% | +31.8% |
| 10Y | +411.3% | +257.4% | +153.9% | +196.8% |
| All | +1,250.4% | +1,422.6% | -172.2% | +294.9% |
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