+454.5%
V vs CCEP
+315.0%
+139.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +0.6% | +5.4% | -4.8% | -1.5% |
| 30D | +9.7% | +12.8% | -3.0% | +4.4% |
| 3M | +17.3% | +10.9% | +6.4% | +12.2% |
| 6M | +33.2% | +25.6% | +7.6% | +20.8% |
| YTD | +21.3% | +31.0% | -9.7% | +7.3% |
| 1Y | +27.3% | +32.3% | -4.9% | +12.0% |
| 3Y | +76.1% | +110.5% | -34.4% | +24.6% |
| 5Y | +103.5% | +141.8% | -38.4% | +32.9% |
| 10Y | +454.5% | +341.1% | +113.3% | +191.7% |
| All | +454.5% | +315.0% | +139.5% | +191.7% |
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