+186.7%
B vs CCEP
+301.0%
-114.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +9.6% | +2.6% | +7.0% | +9.3% |
| 30D | +3.5% | +15.1% | -11.6% | +1.6% |
| 3M | -1.6% | +7.3% | -8.9% | -2.5% |
| 6M | -1.7% | +23.4% | -25.1% | -4.4% |
| YTD | -5.3% | +29.4% | -34.7% | -8.4% |
| 1Y | +27.2% | +34.2% | -7.0% | +22.5% |
| 3Y | +166.1% | +108.4% | +57.8% | +145.1% |
| 5Y | +136.5% | +147.3% | -10.8% | +114.1% |
| All | +186.7% | +301.0% | -114.4% | +158.7% |
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