+54.9%
OVV vs CCEP
+342.1%
-287.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.8% | +2.9% |
| 7D | +1.2% | +1.8% | -0.5% | +0.4% |
| 30D | -2.5% | +12.2% | -14.7% | -8.2% |
| 3M | +0.5% | +10.7% | -10.2% | -5.0% |
| 6M | +8.5% | +27.5% | -19.0% | -5.4% |
| YTD | +64.5% | +31.3% | +33.1% | +39.1% |
| 1Y | +64.7% | +29.9% | +34.8% | +40.0% |
| 3Y | +54.1% | +111.1% | -56.9% | -3.0% |
| 5Y | +95.4% | +142.3% | -46.9% | +9.3% |
| 10Y | +54.9% | +335.5% | -280.5% | -16.0% |
| All | +54.9% | +342.1% | -287.1% | -16.0% |
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