+138.5%
CCEP vs VOO
+72.0%
+66.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | 0.0% |
| 7D | +1.7% | +0.1% | +1.6% | +1.5% |
| 30D | +12.7% | -3.3% | +16.0% | +14.5% |
| 3M | +8.5% | -2.4% | +10.9% | +9.6% |
| 6M | +25.6% | +2.6% | +23.0% | +23.0% |
| YTD | +30.9% | +11.3% | +19.6% | +22.3% |
| 1Y | +32.0% | +13.4% | +18.5% | +21.8% |
| 3Y | +110.9% | +80.3% | +30.6% | +38.2% |
| 5Y | +138.5% | +72.7% | +65.8% | +59.8% |
| All | +138.5% | +72.0% | +66.5% | +59.8% |
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