+657.9%
VEEV vs CCEP
+336.4%
+321.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | -2.5% | -0.3% | -2.2% | -2.4% |
| 30D | +0.3% | +11.0% | -10.7% | -2.4% |
| 3M | +25.2% | +9.2% | +16.0% | +22.3% |
| 6M | +89.7% | +27.2% | +62.5% | +78.1% |
| YTD | +35.5% | +30.3% | +5.2% | +25.6% |
| 1Y | +1.8% | +28.7% | -26.8% | -5.3% |
| 3Y | +83.2% | +109.4% | -26.2% | +47.2% |
| 5Y | -4.8% | +144.1% | -148.9% | -27.5% |
| All | +657.9% | +336.4% | +321.5% | +413.4% |
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