+45.1%
OVV vs CCEP
+315.0%
-269.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.8% | +1.8% |
| 7D | -7.3% | +5.4% | -12.6% | -9.7% |
| 30D | -3.6% | +12.8% | -16.3% | -9.4% |
| 3M | -2.6% | +10.9% | -13.5% | -8.0% |
| 6M | +7.6% | +25.6% | -18.1% | -5.5% |
| YTD | +59.6% | +31.0% | +28.6% | +35.2% |
| 1Y | +62.2% | +32.3% | +29.9% | +36.6% |
| 3Y | +49.6% | +110.5% | -60.9% | -5.6% |
| 5Y | +98.9% | +141.8% | -42.9% | +11.5% |
| 10Y | +45.1% | +341.1% | -296.0% | -20.3% |
| All | +45.1% | +315.0% | -269.9% | -20.3% |
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