+312.2%
VOO vs CCEP
+336.4%
-24.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | -2.7% | +11.0% | -13.6% | -6.2% |
| 3M | -1.7% | +9.2% | -10.9% | -4.9% |
| 6M | +3.1% | +27.2% | -24.1% | -5.6% |
| YTD | +11.9% | +30.3% | -18.4% | +1.2% |
| 1Y | +12.1% | +28.7% | -16.6% | +1.7% |
| 3Y | +78.6% | +109.4% | -30.8% | +33.5% |
| 5Y | +73.8% | +144.1% | -70.3% | +20.9% |
| All | +312.2% | +336.4% | -24.2% | +147.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling