+113.6%
C vs CCEP
+140.5%
-26.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -0.4% | +1.8% | -2.2% | -1.0% |
| 30D | -5.3% | +12.2% | -17.5% | -9.1% |
| 3M | -8.0% | +10.7% | -18.7% | -11.4% |
| 6M | -0.3% | +27.5% | -27.7% | -9.1% |
| YTD | +8.6% | +31.3% | -22.7% | -2.8% |
| 1Y | +25.8% | +29.9% | -4.1% | +13.0% |
| 3Y | +221.2% | +111.1% | +110.1% | +126.7% |
| 5Y | +113.6% | +142.3% | -28.8% | +37.7% |
| All | +113.6% | +140.5% | -26.9% | +37.7% |
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 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