+1,095.3%
CCEP vs VOO
+798.5%
+296.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | -0.6% |
| 7D | +1.7% | +0.1% | +1.6% | +1.4% |
| 30D | +12.7% | -3.3% | +16.0% | +15.3% |
| 3M | +8.5% | -2.4% | +10.9% | +10.1% |
| 6M | +25.6% | +2.6% | +23.0% | +22.0% |
| YTD | +30.9% | +11.3% | +19.6% | +19.1% |
| 1Y | +32.0% | +13.4% | +18.5% | +18.0% |
| 3Y | +110.9% | +80.3% | +30.6% | +24.8% |
| 5Y | +138.5% | +72.7% | +65.8% | +45.2% |
| 10Y | +302.3% | +310.0% | -7.7% | +12.4% |
| All | +1,095.3% | +798.5% | +296.8% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling