+160.2%
VXUS vs CCEP
+837.8%
-677.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.5% |
| 7D | -1.8% | +2.6% | -4.3% | -2.8% |
| 30D | -4.6% | +15.1% | -19.7% | -9.8% |
| 3M | -6.1% | +7.3% | -13.4% | -9.0% |
| 6M | -4.9% | +23.4% | -28.3% | -13.1% |
| YTD | +8.1% | +29.4% | -21.4% | -3.3% |
| 1Y | +12.1% | +34.2% | -22.2% | -1.3% |
| 3Y | +63.9% | +108.4% | -44.5% | +19.4% |
| 5Y | +43.1% | +147.3% | -104.1% | -4.5% |
| 10Y | +139.2% | +301.3% | -162.1% | +20.1% |
| All | +160.2% | +837.8% | -677.6% | -28.4% |
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