+1,155.8%
VUG vs CCEP
+1,571.9%
-416.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.2% |
| 7D | -3.4% | +2.6% | -6.0% | -4.3% |
| 30D | -11.1% | +15.1% | -26.2% | -15.6% |
| 3M | -7.2% | +7.3% | -14.5% | -9.9% |
| 6M | -4.1% | +23.4% | -27.6% | -11.7% |
| YTD | +1.4% | +29.4% | -28.0% | -8.6% |
| 1Y | +1.9% | +34.2% | -32.3% | -9.4% |
| 3Y | +77.7% | +108.4% | -30.6% | +32.8% |
| 5Y | +57.6% | +147.3% | -89.7% | +9.5% |
| 10Y | +398.6% | +301.3% | +97.2% | +177.1% |
| All | +1,155.8% | +1,571.9% | -416.1% | +254.1% |
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 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