+29.9%
CCEP vs VIG
+17.7%
+12.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.2% |
| 7D | +1.8% | -0.3% | +2.1% | +1.9% |
| 30D | +12.2% | +4.9% | +7.3% | +8.7% |
| 3M | +10.7% | +2.9% | +7.7% | +8.4% |
| 6M | +27.5% | +11.2% | +16.2% | +19.1% |
| YTD | +31.3% | +16.0% | +15.4% | +19.7% |
| 1Y | +29.9% | +17.0% | +13.0% | +17.4% |
| All | +29.9% | +17.7% | +12.2% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling