+367.5%
ROIV vs CCEP
+111.2%
+256.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +14.3% | +5.4% | +8.9% | +12.8% |
| 30D | +16.2% | +12.8% | +3.5% | +12.5% |
| 3M | +15.1% | +10.9% | +4.3% | +11.8% |
| 6M | +44.2% | +25.6% | +18.6% | +34.2% |
| YTD | +89.8% | +31.0% | +58.8% | +74.2% |
| 1Y | +94.6% | +32.3% | +62.3% | +77.8% |
| 3Y | +367.5% | +110.5% | +257.0% | +258.6% |
| All | +367.5% | +111.2% | +256.3% | +258.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling