+62.3%
OVV vs CCEP
+257.1%
-194.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -0.2% |
| 7D | +0.3% | -3.1% | +3.3% | +1.7% |
| 30D | +11.7% | -2.6% | +14.3% | +12.9% |
| 3M | +9.8% | +14.9% | -5.1% | +1.5% |
| 6M | +26.6% | +2.3% | +24.3% | +23.0% |
| YTD | +67.0% | +17.8% | +49.2% | +50.0% |
| 1Y | +55.9% | +24.2% | +31.7% | +35.3% |
| 3Y | +45.5% | +84.7% | -39.2% | -1.3% |
| 5Y | +157.3% | +103.2% | +54.2% | +60.4% |
| All | +62.3% | +257.1% | -194.7% | -4.8% |
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