+208.8%
C vs CCEP
+315.0%
-106.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -0.4% | +5.4% | -5.7% | -3.2% |
| 30D | -5.2% | +12.8% | -17.9% | -11.4% |
| 3M | -9.1% | +10.9% | -19.9% | -14.5% |
| 6M | -1.6% | +25.6% | -27.2% | -14.1% |
| YTD | +6.9% | +31.0% | -24.0% | -9.7% |
| 1Y | +23.0% | +32.3% | -9.3% | +3.1% |
| 3Y | +216.1% | +110.5% | +105.6% | +95.7% |
| 5Y | +112.2% | +141.8% | -29.6% | +17.3% |
| 10Y | +208.8% | +341.1% | -132.4% | +44.9% |
| All | +208.8% | +315.0% | -106.2% | +44.9% |
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