+138.0%
B vs CCEP
+148.1%
-10.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +9.6% | +2.6% | +7.0% | +9.0% |
| 30D | +3.5% | +15.1% | -11.6% | +0.2% |
| 3M | -1.6% | +7.3% | -8.9% | -3.2% |
| 6M | -1.7% | +23.4% | -25.1% | -6.5% |
| YTD | -5.3% | +29.4% | -34.7% | -10.7% |
| 1Y | +27.2% | +34.2% | -7.0% | +19.0% |
| 3Y | +166.1% | +108.4% | +57.8% | +129.4% |
| All | +138.0% | +148.1% | -10.2% | +98.6% |
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 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