+29.6%
VG vs CCEP
+1.4%
+28.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -4.8% |
| 7D | +1.7% | -3.1% | +4.8% | -2.6% |
| 30D | +16.0% | -2.6% | +18.6% | +11.8% |
| 3M | +9.7% | +14.9% | -5.2% | +42.3% |
| 6M | +29.6% | +2.3% | +27.3% | +25.9% |
| All | +29.6% | +1.4% | +28.2% | +25.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling