+157.6%
B vs CCEP
+105.1%
+52.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -1.5% |
| 7D | -1.6% | -3.1% | +1.5% | -0.9% |
| 30D | +9.4% | -2.6% | +12.0% | +10.1% |
| 3M | +5.0% | +14.9% | -9.9% | +1.6% |
| 6M | -3.5% | +2.3% | -5.8% | -4.2% |
| YTD | +4.5% | +17.8% | -13.4% | +0.7% |
| 1Y | +67.8% | +24.2% | +43.6% | +59.3% |
| 3Y | +196.7% | +84.7% | +112.0% | +161.6% |
| All | +157.6% | +105.1% | +52.5% | +115.2% |
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