+376.8%
V vs CCEP
+244.1%
+132.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -2.0% |
| 7D | -1.1% | -1.0% | -0.1% | -0.7% |
| 30D | +1.9% | -1.6% | +3.5% | +2.5% |
| 3M | +15.5% | +11.9% | +3.7% | +10.2% |
| 6M | +16.6% | +7.5% | +9.2% | +12.6% |
| YTD | +5.7% | +18.7% | -13.0% | -2.4% |
| 1Y | +8.6% | +21.4% | -12.8% | -0.9% |
| 3Y | +52.5% | +89.1% | -36.6% | +13.1% |
| 5Y | +67.1% | +108.7% | -41.6% | +16.4% |
| 10Y | +376.8% | +241.0% | +135.8% | +170.0% |
| All | +376.8% | +244.1% | +132.7% | +170.0% |
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