+48.2%
OVV vs CCEP
+301.0%
-252.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.3% | -0.2% |
| 7D | -16.7% | +2.6% | -19.2% | -17.9% |
| 30D | -1.5% | +15.1% | -16.6% | -8.3% |
| 3M | +1.6% | +7.3% | -5.7% | -2.5% |
| 6M | +2.0% | +23.4% | -21.4% | -9.5% |
| YTD | +56.8% | +29.4% | +27.4% | +33.9% |
| 1Y | +64.8% | +34.2% | +30.6% | +37.9% |
| 3Y | +38.3% | +108.4% | -70.1% | -11.8% |
| 5Y | +84.9% | +147.3% | -62.4% | +2.6% |
| All | +48.2% | +301.0% | -252.8% | -17.1% |
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 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