+145.0%
ALL vs CCEP
+148.1%
-3.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.2% |
| 7D | -1.9% | +2.6% | -4.5% | -2.7% |
| 30D | +13.8% | +15.1% | -1.4% | +9.0% |
| 3M | -7.0% | +7.3% | -14.3% | -9.1% |
| 6M | +18.0% | +23.4% | -5.4% | +10.6% |
| YTD | +24.2% | +29.4% | -5.2% | +14.4% |
| 1Y | +31.2% | +34.2% | -3.1% | +19.4% |
| 3Y | +107.5% | +108.4% | -0.8% | +66.0% |
| All | +145.0% | +148.1% | -3.1% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling