+36.8%
CCEP price history and return analytics
+15.2%
+21.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.5% |
| 7D | +4.2% | -0.3% | +4.6% | +4.3% |
| 30D | +14.2% | -1.4% | +15.6% | +14.4% |
| 3M | +9.1% | -1.4% | +10.5% | +9.4% |
| 6M | +26.9% | +5.5% | +21.4% | +23.4% |
| YTD | +29.1% | +12.8% | +16.3% | +22.1% |
| 1Y | +36.8% | +15.4% | +21.3% | +28.3% |
| All | +36.8% | +15.2% | +21.6% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling