+20.2%
VZ vs CCEP
+148.1%
-127.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +2.1% | +2.6% | -0.4% | +1.6% |
| 30D | +1.4% | +15.1% | -13.8% | -1.6% |
| 3M | -1.3% | +7.3% | -8.5% | -2.8% |
| 6M | -0.5% | +23.4% | -23.9% | -4.8% |
| YTD | +19.6% | +29.4% | -9.8% | +13.1% |
| 1Y | +22.4% | +34.2% | -11.9% | +14.8% |
| 3Y | +55.9% | +108.4% | -52.5% | +34.6% |
| All | +20.2% | +148.1% | -127.9% | +0.3% |
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