+738.6%
IVV vs CCEP
+2,401.4%
-1,662.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | -2.7% | +2.6% | -5.3% | -3.5% |
| 30D | -5.4% | +15.1% | -20.5% | -9.6% |
| 3M | -4.1% | +7.3% | -11.3% | -6.5% |
| 6M | +0.7% | +23.4% | -22.7% | -6.3% |
| YTD | +8.7% | +29.4% | -20.7% | -0.7% |
| 1Y | +11.0% | +34.2% | -23.3% | +0.1% |
| 3Y | +75.4% | +108.4% | -32.9% | +36.1% |
| 5Y | +68.3% | +147.3% | -78.9% | +22.3% |
| 10Y | +315.5% | +301.3% | +14.2% | +150.7% |
| All | +738.6% | +2,401.4% | -1,662.8% | +183.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling