+340.9%
CCEP vs VO
+197.5%
+143.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.7% | -1.6% | -0.7% |
| 7D | +1.7% | -0.1% | +1.8% | +1.6% |
| 30D | +12.7% | +0.5% | +12.2% | +12.1% |
| 3M | +8.5% | -1.0% | +9.5% | +9.0% |
| 6M | +25.6% | +6.4% | +19.1% | +19.6% |
| YTD | +30.9% | +13.6% | +17.3% | +18.9% |
| 1Y | +32.0% | +14.5% | +17.5% | +19.0% |
| 3Y | +110.9% | +67.2% | +43.7% | +40.5% |
| 5Y | +138.5% | +36.1% | +102.4% | +84.8% |
| All | +340.9% | +197.5% | +143.4% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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