+65.5%
VZ vs CCEP
+301.0%
-235.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +2.1% | +2.6% | -0.4% | +1.5% |
| 30D | +1.4% | +15.1% | -13.8% | -1.9% |
| 3M | -1.3% | +7.3% | -8.5% | -2.9% |
| 6M | -0.5% | +23.4% | -23.9% | -5.3% |
| YTD | +19.6% | +29.4% | -9.8% | +12.3% |
| 1Y | +22.4% | +34.2% | -11.9% | +13.9% |
| 3Y | +55.9% | +108.4% | -52.5% | +30.7% |
| 5Y | +20.4% | +147.3% | -126.8% | -4.1% |
| All | +65.5% | +301.0% | -235.5% | +21.0% |
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