+138.5%
CCEP vs VIG
+63.4%
+75.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.3% | -0.7% |
| 7D | +1.7% | +0.4% | +1.2% | +1.2% |
| 30D | +12.7% | +4.3% | +8.4% | +9.0% |
| 3M | +8.5% | +2.0% | +6.5% | +6.7% |
| 6M | +25.6% | +10.2% | +15.4% | +16.2% |
| YTD | +30.9% | +14.8% | +16.1% | +17.3% |
| 1Y | +32.0% | +17.5% | +14.5% | +16.0% |
| 3Y | +110.9% | +67.4% | +43.5% | +32.9% |
| 5Y | +138.5% | +63.4% | +75.1% | +53.1% |
| All | +138.5% | +63.4% | +75.1% | +53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling