+310.7%
VOO vs CCEP
+342.6%
-31.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.8% |
| 7D | +2.6% | +2.1% | +0.5% | +1.9% |
| 30D | -2.0% | +10.6% | -12.6% | -5.4% |
| 3M | -2.8% | +10.3% | -13.1% | -6.2% |
| 6M | +2.2% | +31.1% | -28.9% | -7.5% |
| YTD | +11.5% | +32.1% | -20.6% | +0.3% |
| 1Y | +13.5% | +32.8% | -19.3% | +1.9% |
| 3Y | +78.1% | +111.3% | -33.3% | +32.8% |
| 5Y | +73.1% | +147.5% | -74.4% | +19.9% |
| All | +310.7% | +342.6% | -31.9% | +145.7% |
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