+141.8%
CCEP vs VEU
+48.8%
+93.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.5% |
| 7D | +5.4% | +0.5% | +4.9% | +4.9% |
| 30D | +12.8% | -2.3% | +15.1% | +14.2% |
| 3M | +10.9% | -4.4% | +15.3% | +13.7% |
| 6M | +25.6% | -2.2% | +27.8% | +26.1% |
| YTD | +31.0% | +10.9% | +20.0% | +19.6% |
| 1Y | +32.3% | +13.4% | +18.9% | +18.8% |
| 3Y | +110.5% | +69.7% | +40.8% | +33.2% |
| 5Y | +141.8% | +50.0% | +91.8% | +77.5% |
| All | +141.8% | +48.8% | +93.0% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling