+1,580.4%
CCEP vs VEU
+192.1%
+1,388.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.5% |
| 7D | -3.1% | +1.1% | -4.2% | -3.8% |
| 30D | -2.6% | +2.2% | -4.8% | -4.1% |
| 3M | +14.9% | +3.0% | +11.9% | +11.9% |
| 6M | +2.3% | +10.9% | -8.6% | -5.7% |
| YTD | +17.8% | +18.2% | -0.3% | +3.7% |
| 1Y | +24.2% | +28.3% | -4.1% | +2.9% |
| 3Y | +84.7% | +74.6% | +10.1% | +21.5% |
| 5Y | +103.2% | +56.4% | +46.8% | +44.9% |
| 10Y | +257.4% | +153.0% | +104.4% | +83.7% |
| All | +1,580.4% | +192.1% | +1,388.2% | +598.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling