+23.0%
C vs CCEP
+32.6%
-9.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -0.4% | +5.4% | -5.7% | -0.7% |
| 30D | -5.2% | +12.8% | -17.9% | -5.8% |
| 3M | -9.1% | +10.9% | -19.9% | -9.6% |
| 6M | -1.6% | +25.6% | -27.2% | -2.7% |
| YTD | +6.9% | +31.0% | -24.0% | +6.0% |
| 1Y | +23.0% | +32.3% | -9.3% | +21.7% |
| All | +23.0% | +32.6% | -9.6% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling