+61.4%
VWO vs CCEP
+82.6%
-21.2%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.4% |
| 7D | -1.7% | -5.7% | +4.0% | -0.7% |
| 30D | -0.3% | -3.4% | +3.1% | +0.2% |
| 3M | +4.0% | +5.5% | -1.5% | +2.6% |
| 6M | +8.1% | +2.2% | +5.9% | +7.1% |
| YTD | +11.6% | +14.6% | -3.0% | +8.3% |
| 1Y | +16.2% | +18.9% | -2.7% | +11.7% |
| All | +61.4% | +82.6% | -21.2% | +35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling