+89.1%
CCEP vs VEU
+77.0%
+12.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.2% | +0.9% |
| 7D | -1.0% | +1.7% | -2.6% | -1.6% |
| 30D | -1.6% | +1.0% | -2.6% | -2.0% |
| 3M | +11.9% | +5.6% | +6.2% | +9.0% |
| 6M | +7.5% | +13.7% | -6.2% | +0.7% |
| YTD | +18.7% | +17.7% | +1.0% | +9.4% |
| 1Y | +21.4% | +25.8% | -4.4% | +8.0% |
| 3Y | +89.1% | +77.1% | +12.0% | +36.3% |
| All | +89.1% | +77.0% | +12.1% | +36.3% |
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