+108.7%
CCEP vs VOO
+82.3%
+26.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | -1.0% | +0.5% | -1.5% | -1.3% |
| 30D | -1.6% | -0.9% | -0.7% | -1.1% |
| 3M | +11.9% | +3.9% | +8.0% | +9.3% |
| 6M | +7.5% | +14.5% | -7.1% | -0.9% |
| YTD | +18.7% | +13.0% | +5.8% | +10.3% |
| 1Y | +21.4% | +19.4% | +2.0% | +8.8% |
| 3Y | +89.1% | +78.9% | +10.2% | +25.2% |
| 5Y | +108.7% | +82.3% | +26.4% | +33.0% |
| All | +108.7% | +82.3% | +26.4% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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