+293.4%
C vs CCEP
+257.1%
+36.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +1.3% |
| 7D | +3.6% | -3.1% | +6.7% | +5.3% |
| 30D | +0.1% | -2.6% | +2.7% | +1.4% |
| 3M | +2.4% | +14.9% | -12.5% | -5.5% |
| 6M | +24.9% | +2.3% | +22.7% | +22.3% |
| YTD | +19.8% | +17.8% | +2.0% | +7.9% |
| 1Y | +44.9% | +24.2% | +20.7% | +26.2% |
| 3Y | +263.0% | +84.7% | +178.3% | +144.9% |
| 5Y | +129.5% | +103.2% | +26.3% | +42.5% |
| All | +293.4% | +257.1% | +36.3% | +99.8% |
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