+21.2%
VZ vs CCEP
+139.0%
-117.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | +2.4% | +5.4% | -3.0% | +1.2% |
| 30D | +11.2% | +12.8% | -1.6% | +8.4% |
| 3M | 0.0% | +10.9% | -10.9% | -2.2% |
| 6M | +1.3% | +25.6% | -24.3% | -3.5% |
| YTD | +21.3% | +31.0% | -9.7% | +14.3% |
| 1Y | +23.9% | +32.3% | -8.3% | +16.5% |
| 3Y | +57.7% | +110.5% | -52.8% | +35.4% |
| 5Y | +21.2% | +141.8% | -120.6% | +1.6% |
| All | +21.2% | +139.0% | -117.7% | +1.6% |
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