+106.6%
CCEP vs VLTO
+54.8%
+51.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +2.6% | +5.4% | -2.8% | +1.4% |
| 30D | +15.1% | +22.3% | -7.2% | +10.3% |
| 3M | +7.3% | +19.6% | -12.3% | +3.2% |
| 6M | +23.4% | +35.2% | -11.7% | +15.9% |
| YTD | +29.4% | +17.9% | +11.5% | +24.5% |
| 1Y | +34.2% | +19.5% | +14.7% | +28.6% |
| 3Y | +108.4% | +73.9% | +34.4% | +82.3% |
| All | +106.6% | +54.8% | +51.8% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling