+148.2%
CCEP vs VT
+53.4%
+94.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +2.6% | -2.3% | +4.9% | +3.9% |
| 30D | +15.1% | -5.0% | +20.1% | +18.5% |
| 3M | +7.3% | -4.9% | +12.2% | +10.3% |
| 6M | +23.4% | -1.5% | +25.0% | +23.6% |
| YTD | +29.4% | +8.5% | +20.9% | +21.2% |
| 1Y | +34.2% | +11.4% | +22.9% | +23.4% |
| 3Y | +108.4% | +70.1% | +38.3% | +34.9% |
| All | +148.2% | +53.4% | +94.7% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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