+369.0%
ALL vs CCEP
+342.1%
+26.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -2.6% | +1.8% | -4.3% | -3.2% |
| 30D | +12.7% | +12.2% | +0.5% | +8.0% |
| 3M | +0.4% | +10.7% | -10.3% | -3.4% |
| 6M | +23.8% | +27.5% | -3.7% | +12.9% |
| YTD | +27.8% | +31.3% | -3.6% | +14.8% |
| 1Y | +28.9% | +29.9% | -1.0% | +16.2% |
| 3Y | +113.9% | +111.1% | +2.8% | +59.3% |
| 5Y | +157.4% | +142.3% | +15.0% | +78.1% |
| 10Y | +369.0% | +335.5% | +33.5% | +178.6% |
| All | +369.0% | +342.1% | +26.9% | +178.6% |
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