-50.2%
VG vs CCEP
+59.8%
-110.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.2% | +1.2% | +3.1% |
| 7D | -8.3% | +1.7% | -10.0% | -7.0% |
| 30D | -10.3% | +12.7% | -23.0% | -2.7% |
| 3M | -10.8% | +8.5% | -19.3% | -5.1% |
| 6M | +3.5% | +25.6% | -22.1% | +20.5% |
| YTD | +74.0% | +30.9% | +43.0% | +97.3% |
| 1Y | +48.9% | +32.0% | +16.9% | +68.7% |
| All | -50.2% | +59.8% | -110.0% | -46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling