+1,190.7%
VUG vs CCEP
+1,591.5%
-400.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +2.4% |
| 7D | +0.5% | +1.7% | -1.2% | -0.1% |
| 30D | -8.2% | +12.7% | -20.9% | -12.2% |
| 3M | -5.4% | +8.5% | -13.9% | -8.5% |
| 6M | -2.5% | +25.6% | -28.1% | -10.8% |
| YTD | +4.2% | +30.9% | -26.7% | -6.4% |
| 1Y | +5.0% | +32.0% | -26.9% | -6.0% |
| 3Y | +81.7% | +110.9% | -29.2% | +35.2% |
| 5Y | +62.5% | +138.5% | -75.9% | +14.5% |
| 10Y | +396.3% | +302.3% | +94.0% | +175.7% |
| All | +1,190.7% | +1,591.5% | -400.8% | +262.5% |
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