+435.2%
ROIV vs CCEP
+140.5%
+294.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +9.5% | +1.8% | +7.7% | +8.7% |
| 30D | +21.0% | +12.2% | +8.8% | +15.7% |
| 3M | +18.7% | +10.7% | +8.1% | +13.9% |
| 6M | +44.5% | +27.5% | +17.0% | +30.2% |
| YTD | +92.9% | +31.3% | +61.5% | +71.1% |
| 1Y | +100.2% | +29.9% | +70.3% | +78.4% |
| 3Y | +375.0% | +111.1% | +263.9% | +233.0% |
| 5Y | +435.2% | +142.3% | +292.8% | +238.6% |
| All | +435.2% | +140.5% | +294.7% | +238.6% |
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 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