+69.5%
VG vs CCEP
+31.1%
+38.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.8% |
| 7D | +5.5% | +1.8% | +3.7% | +7.6% |
| 30D | -3.6% | +12.2% | -15.8% | +11.1% |
| 3M | -4.0% | +10.7% | -14.7% | +9.1% |
| 6M | +9.4% | +27.5% | -18.1% | +51.4% |
| YTD | +86.6% | +31.3% | +55.3% | +121.6% |
| 1Y | +69.5% | +29.9% | +39.6% | +102.3% |
| All | +69.5% | +31.1% | +38.4% | +102.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling