-11.0%
VMC vs CCEP
+21.6%
-32.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.4% | -1.8% |
| 7D | -0.5% | -1.0% | +0.4% | -0.4% |
| 30D | -9.1% | -1.6% | -7.5% | -8.8% |
| 3M | -4.1% | +11.9% | -16.0% | -6.3% |
| 6M | -5.5% | +7.5% | -13.0% | -7.9% |
| YTD | -8.9% | +18.7% | -27.6% | -11.1% |
| All | -11.0% | +21.6% | -32.6% | -13.3% |
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