+150.1%
VXUS vs CCEP
+237.8%
-87.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | +0.1% |
| 7D | +0.3% | -3.7% | +4.0% | +1.5% |
| 30D | +0.7% | -2.1% | +2.8% | +1.3% |
| 3M | +4.8% | +7.2% | -2.4% | +2.0% |
| 6M | +11.3% | +3.3% | +8.1% | +9.6% |
| YTD | +16.5% | +15.7% | +0.8% | +10.2% |
| 1Y | +24.3% | +16.6% | +7.7% | +17.0% |
| 3Y | +74.5% | +84.3% | -9.8% | +39.0% |
| 5Y | +54.3% | +109.0% | -54.7% | +15.9% |
| 10Y | +150.1% | +238.1% | -88.0% | +63.5% |
| All | +150.1% | +237.8% | -87.7% | +63.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling