-9.5%
VMC vs CCEP
+24.3%
-33.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.5% |
| 7D | -4.3% | -3.1% | -1.3% | -3.8% |
| 30D | -8.2% | -2.6% | -5.7% | -7.8% |
| 3M | -7.0% | +14.9% | -22.0% | -9.5% |
| 6M | -10.8% | +2.3% | -13.0% | -12.9% |
| YTD | -7.4% | +17.8% | -25.2% | -9.4% |
| 1Y | -9.5% | +24.2% | -33.7% | -11.4% |
| All | -9.5% | +24.3% | -33.8% | -11.4% |
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 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