+640.3%
VEEV vs CCEP
+405.3%
+234.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.4% |
| 7D | -0.6% | -3.1% | +2.5% | +0.2% |
| 30D | +28.8% | -2.6% | +31.4% | +29.6% |
| 3M | +54.0% | +14.9% | +39.1% | +48.4% |
| 6M | +46.0% | +2.3% | +43.7% | +44.5% |
| YTD | +23.2% | +17.8% | +5.4% | +17.0% |
| 1Y | +1.9% | +24.2% | -22.3% | -4.9% |
| 3Y | +27.0% | +84.7% | -57.7% | +4.6% |
| 5Y | -13.4% | +103.2% | -116.6% | -31.6% |
| 10Y | +575.2% | +257.4% | +317.9% | +342.1% |
| All | +640.3% | +405.3% | +234.9% | +354.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling