+108.7%
CCEP vs VIG
+63.6%
+45.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.4% |
| 7D | -1.0% | -0.4% | -0.6% | -0.7% |
| 30D | -1.6% | -2.1% | +0.5% | 0.0% |
| 3M | +11.9% | +3.3% | +8.5% | +9.0% |
| 6M | +7.5% | +9.3% | -1.8% | +0.2% |
| YTD | +18.7% | +10.1% | +8.6% | +9.9% |
| 1Y | +21.4% | +14.7% | +6.7% | +8.6% |
| 3Y | +89.1% | +56.9% | +32.2% | +25.9% |
| 5Y | +108.7% | +62.9% | +45.8% | +31.7% |
| All | +108.7% | +63.6% | +45.1% | +31.7% |
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