+108.7%
CCEP vs VLTO
+54.1%
+54.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | +5.7% | +12.0% | -6.3% | +3.1% |
| 30D | +15.3% | +20.8% | -5.5% | +10.8% |
| 3M | +8.0% | +20.1% | -12.1% | +3.9% |
| 6M | +26.7% | +32.6% | -5.9% | +19.4% |
| YTD | +30.7% | +17.3% | +13.4% | +25.9% |
| 1Y | +36.5% | +17.3% | +19.2% | +31.4% |
| 3Y | +111.1% | +66.9% | +44.2% | +86.9% |
| All | +108.7% | +54.1% | +54.6% | +90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling