-4.4%
VEEV vs CCEP
+147.2%
-151.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.7% |
| 7D | -0.7% | +2.1% | -2.8% | -1.3% |
| 30D | +1.4% | +10.6% | -9.2% | -1.7% |
| 3M | +19.4% | +10.3% | +9.0% | +15.6% |
| 6M | +93.6% | +31.1% | +62.5% | +77.5% |
| YTD | +35.1% | +32.1% | +3.0% | +22.2% |
| 1Y | +3.4% | +32.8% | -29.5% | -6.8% |
| 3Y | +81.4% | +111.3% | -30.0% | +30.3% |
| All | -4.4% | +147.2% | -151.6% | -40.3% |
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