+75.2%
CCEP vs VIK
+236.8%
-161.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -1.0% | 0.0% |
| 7D | +5.4% | +2.6% | +2.8% | +5.1% |
| 30D | +12.8% | +7.9% | +4.9% | +11.9% |
| 3M | +10.9% | -15.2% | +26.0% | +12.2% |
| 6M | +25.6% | +6.5% | +19.1% | +24.4% |
| YTD | +31.0% | +23.3% | +7.7% | +27.9% |
| 1Y | +32.3% | +47.7% | -15.4% | +27.6% |
| All | +75.2% | +236.8% | -161.6% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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