+291.1%
ROIV vs CCEP
+199.2%
+91.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.2% | +3.4% | +4.2% |
| 7D | +13.3% | +1.7% | +11.7% | +12.7% |
| 30D | +14.8% | +12.7% | +2.1% | +10.1% |
| 3M | +11.9% | +8.5% | +3.4% | +8.6% |
| 6M | +42.4% | +25.6% | +16.8% | +30.7% |
| YTD | +87.4% | +30.9% | +56.5% | +69.2% |
| 1Y | +97.2% | +32.0% | +65.3% | +77.4% |
| 3Y | +375.7% | +110.9% | +264.7% | +255.1% |
| 5Y | +379.0% | +138.5% | +240.6% | +228.2% |
| All | +291.1% | +199.2% | +91.9% | +164.2% |
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