+1,810.5%
CCEP price history and return analytics
+374.2%
+1,436.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -3.1% | +0.4% | -3.5% | -3.4% |
| 30D | -2.6% | +1.0% | -3.6% | -3.4% |
| 3M | +14.9% | +2.4% | +12.6% | +12.3% |
| 6M | +2.3% | +12.0% | -9.7% | -7.0% |
| YTD | +17.8% | +15.3% | +2.5% | +4.6% |
| 1Y | +24.2% | +22.6% | +1.6% | +4.7% |
| 3Y | +84.7% | +74.7% | +10.1% | +15.4% |
| 5Y | +103.2% | +66.1% | +37.1% | +31.9% |
| 10Y | +257.4% | +225.0% | +32.4% | +36.8% |
| All | +1,810.5% | +374.2% | +1,436.3% | +377.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling