+46.6%
VMC vs CCEP
+149.0%
-102.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.1% |
| 7D | +0.3% | +1.7% | -1.4% | -0.4% |
| 30D | +18.6% | +12.7% | +5.9% | +12.8% |
| 3M | +2.0% | +8.5% | -6.5% | -1.5% |
| 6M | +2.6% | +25.6% | -23.0% | -7.1% |
| YTD | +2.3% | +30.9% | -28.7% | -9.5% |
| 1Y | +1.7% | +32.0% | -30.3% | -10.4% |
| 3Y | +41.7% | +110.9% | -69.2% | -3.0% |
| 5Y | +46.6% | +138.5% | -91.8% | -8.7% |
| All | +46.6% | +149.0% | -102.4% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling