+92.4%
ROIV vs CCEP
+36.9%
+55.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.8% | +2.2% | +5.6% |
| 7D | +3.0% | +4.2% | -1.2% | +2.5% |
| 30D | +6.8% | +14.2% | -7.3% | +4.9% |
| 3M | +10.5% | +9.1% | +1.4% | +9.0% |
| 6M | +34.8% | +26.9% | +7.9% | +28.0% |
| YTD | +76.2% | +29.1% | +47.1% | +71.1% |
| 1Y | +92.4% | +36.8% | +55.6% | +84.6% |
| All | +92.4% | +36.9% | +55.5% | +84.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling