+95.4%
OVV vs CCEP
+140.5%
-45.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.8% | +3.0% |
| 7D | +1.2% | +1.8% | -0.5% | +0.9% |
| 30D | -2.5% | +12.2% | -14.7% | -4.6% |
| 3M | +0.5% | +10.7% | -10.2% | -1.5% |
| 6M | +8.5% | +27.5% | -19.0% | +2.6% |
| YTD | +64.5% | +31.3% | +33.1% | +52.9% |
| 1Y | +64.7% | +29.9% | +34.8% | +53.6% |
| 3Y | +54.1% | +111.1% | -56.9% | +21.9% |
| 5Y | +95.4% | +142.3% | -46.9% | +48.4% |
| All | +95.4% | +140.5% | -45.1% | +48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling