+148.2%
CCEP vs VO
+32.6%
+115.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +2.6% | -2.6% | +5.1% | +4.0% |
| 30D | +15.1% | -0.9% | +16.1% | +15.6% |
| 3M | +7.3% | -3.0% | +10.3% | +9.0% |
| 6M | +23.4% | +2.2% | +21.2% | +21.4% |
| YTD | +29.4% | +10.6% | +18.8% | +21.3% |
| 1Y | +34.2% | +12.5% | +21.7% | +24.5% |
| 3Y | +108.4% | +61.4% | +47.0% | +49.2% |
| All | +148.2% | +32.6% | +115.5% | +106.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling