+918.2%
VZ vs CCEP
+7,629.5%
-6,711.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.3% |
| 7D | +5.6% | +5.7% | -0.1% | +4.5% |
| 30D | +1.9% | +15.3% | -13.5% | -0.8% |
| 3M | +0.8% | +8.0% | -7.2% | -0.7% |
| 6M | +0.6% | +26.7% | -26.1% | -3.8% |
| YTD | +20.8% | +30.7% | -9.9% | +14.6% |
| 1Y | +23.9% | +36.5% | -12.6% | +16.6% |
| 3Y | +55.7% | +111.1% | -55.4% | +34.7% |
| 5Y | +21.5% | +149.7% | -128.2% | +1.0% |
| 10Y | +68.5% | +305.3% | -236.9% | +25.1% |
| All | +918.2% | +7,629.5% | -6,711.3% | +296.9% |
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