+230.4%
CCEP vs VEU
+152.3%
+78.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | +0.1% |
| 7D | -5.7% | -1.9% | -3.8% | -4.3% |
| 30D | -3.4% | -0.7% | -2.7% | -2.9% |
| 3M | +5.5% | +4.9% | +0.6% | +1.0% |
| 6M | +2.2% | +9.8% | -7.6% | -6.3% |
| YTD | +14.6% | +15.3% | -0.7% | +0.7% |
| 1Y | +18.9% | +23.0% | -4.1% | -1.3% |
| 3Y | +82.6% | +73.5% | +9.1% | +10.8% |
| 5Y | +107.0% | +54.5% | +52.5% | +39.1% |
| All | +230.4% | +152.3% | +78.1% | +45.1% |
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