+54.4%
VXUS vs CCEP
+105.1%
-50.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.5% |
| 7D | +1.0% | -3.1% | +4.1% | +2.0% |
| 30D | +2.2% | -2.6% | +4.8% | +3.0% |
| 3M | +3.0% | +14.9% | -12.0% | -2.3% |
| 6M | +10.7% | +2.3% | +8.4% | +9.3% |
| YTD | +17.8% | +17.8% | 0.0% | +10.6% |
| 1Y | +27.6% | +24.2% | +3.4% | +17.1% |
| 3Y | +73.3% | +84.7% | -11.4% | +34.4% |
| All | +54.4% | +105.1% | -50.7% | +11.5% |
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 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