+72.0%
OVV vs CCEP
+36.9%
+35.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.8% | -9.5% | -4.4% |
| 7D | -12.1% | +4.2% | -16.4% | -10.8% |
| 30D | +2.9% | +14.2% | -11.3% | +7.3% |
| 3M | +3.7% | +9.1% | -5.5% | +6.8% |
| 6M | +0.6% | +26.9% | -26.2% | +8.3% |
| YTD | +62.5% | +29.1% | +33.4% | +64.3% |
| 1Y | +72.0% | +36.8% | +35.2% | +73.1% |
| All | +72.0% | +36.9% | +35.1% | +73.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling