+371.6%
ALL vs CCEP
+342.6%
+29.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.2% |
| 7D | +5.0% | +2.1% | +2.9% | +4.2% |
| 30D | +13.3% | +10.6% | +2.7% | +9.2% |
| 3M | +3.2% | +10.3% | -7.1% | -0.6% |
| 6M | +25.3% | +31.1% | -5.7% | +13.1% |
| YTD | +30.5% | +32.1% | -1.7% | +16.9% |
| 1Y | +29.2% | +32.8% | -3.6% | +15.5% |
| 3Y | +119.1% | +111.3% | +7.8% | +63.1% |
| 5Y | +162.6% | +147.5% | +15.1% | +80.1% |
| All | +371.6% | +342.6% | +29.1% | +178.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling