+343.1%
CCEP vs VEU
+149.9%
+193.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +2.1% | +2.1% | 0.0% | +0.5% |
| 30D | +10.6% | -0.9% | +11.5% | +11.1% |
| 3M | +10.3% | -5.4% | +15.7% | +14.7% |
| 6M | +31.1% | -1.8% | +32.9% | +31.2% |
| YTD | +32.1% | +10.9% | +21.2% | +19.2% |
| 1Y | +32.8% | +13.6% | +19.3% | +17.4% |
| 3Y | +111.3% | +69.3% | +42.1% | +30.0% |
| 5Y | +147.5% | +48.1% | +99.4% | +71.3% |
| All | +343.1% | +149.9% | +193.2% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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