+110.5%
CCEP vs VEU
+70.5%
+40.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.3% |
| 7D | +5.4% | +0.5% | +4.9% | +5.1% |
| 30D | +12.8% | -2.3% | +15.1% | +13.6% |
| 3M | +10.9% | -4.4% | +15.3% | +12.5% |
| 6M | +25.6% | -2.2% | +27.8% | +25.8% |
| YTD | +31.0% | +10.9% | +20.0% | +23.6% |
| 1Y | +32.3% | +13.4% | +18.9% | +23.5% |
| 3Y | +110.5% | +69.7% | +40.8% | +65.3% |
| All | +110.5% | +70.5% | +40.0% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling