+411.6%
ROIV vs CCEP
+148.1%
+263.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.6% |
| 7D | +5.3% | +2.6% | +2.8% | +4.2% |
| 30D | +11.9% | +15.1% | -3.3% | +5.5% |
| 3M | +10.7% | +7.3% | +3.4% | +7.2% |
| 6M | +34.9% | +23.4% | +11.5% | +22.4% |
| YTD | +79.2% | +29.4% | +49.8% | +58.7% |
| 1Y | +89.0% | +34.2% | +54.8% | +64.4% |
| 3Y | +337.3% | +108.4% | +229.0% | +200.3% |
| All | +411.6% | +148.1% | +263.5% | +212.2% |
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 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