+75.6%
CCEP vs VIK
+244.4%
-168.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | +0.1% |
| 7D | +1.8% | -1.2% | +3.0% | +1.8% |
| 30D | +12.2% | +11.5% | +0.7% | +11.0% |
| 3M | +10.7% | -11.3% | +22.0% | +11.6% |
| 6M | +27.5% | +11.3% | +16.2% | +25.7% |
| YTD | +31.3% | +26.1% | +5.2% | +28.0% |
| 1Y | +29.9% | +50.0% | -20.1% | +25.1% |
| All | +75.6% | +244.4% | -168.8% | +63.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling