+183.8%
VXUS vs CCEP
+754.1%
-570.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.7% |
| 7D | +1.0% | -3.1% | +4.1% | +2.2% |
| 30D | +2.2% | -2.6% | +4.8% | +3.1% |
| 3M | +3.0% | +14.9% | -12.0% | -2.9% |
| 6M | +10.7% | +2.3% | +8.4% | +9.0% |
| YTD | +17.8% | +17.8% | 0.0% | +9.6% |
| 1Y | +27.6% | +24.2% | +3.4% | +15.9% |
| 3Y | +73.3% | +84.7% | -11.4% | +32.5% |
| 5Y | +54.3% | +103.2% | -48.9% | +11.5% |
| 10Y | +149.8% | +257.4% | -107.5% | +31.8% |
| All | +183.8% | +754.1% | -570.3% | -18.8% |
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