+302.3%
CCEP price history and return analytics
+223.7%
+78.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -0.8% |
| 7D | +1.7% | +0.4% | +1.3% | +1.2% |
| 30D | +12.7% | -2.6% | +15.3% | +14.7% |
| 3M | +8.5% | -3.2% | +11.7% | +10.9% |
| 6M | +25.6% | +0.9% | +24.6% | +23.4% |
| YTD | +30.9% | +11.3% | +19.6% | +18.7% |
| 1Y | +32.0% | +14.0% | +18.0% | +17.2% |
| 3Y | +110.9% | +75.8% | +35.1% | +26.6% |
| 5Y | +138.5% | +57.8% | +80.6% | +57.0% |
| 10Y | +302.3% | +219.8% | +82.5% | +43.8% |
| All | +302.3% | +223.7% | +78.6% | +43.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling