+306.5%
IVV vs CCEP
+301.0%
+5.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.7% |
| 7D | -2.7% | +2.6% | -5.3% | -3.6% |
| 30D | -5.4% | +15.1% | -20.5% | -9.9% |
| 3M | -4.1% | +7.3% | -11.3% | -6.6% |
| 6M | +0.7% | +23.4% | -22.7% | -6.8% |
| YTD | +8.7% | +29.4% | -20.7% | -1.4% |
| 1Y | +11.0% | +34.2% | -23.3% | -0.7% |
| 3Y | +75.4% | +108.4% | -32.9% | +31.9% |
| 5Y | +68.3% | +147.3% | -78.9% | +17.1% |
| All | +306.5% | +301.0% | +5.5% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 10y: compounded portfolio wealth divided by compounded CCEP 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…
10y analysis · Full analysis span regression · 6 months rolling