+998.2%
C vs CCEP
+7,553.0%
-6,554.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | -2.4% | +2.6% | -5.0% | -3.5% |
| 30D | -6.0% | +15.1% | -21.1% | -11.6% |
| 3M | -10.5% | +7.3% | -17.8% | -13.5% |
| 6M | -5.7% | +23.4% | -29.1% | -14.5% |
| YTD | +4.1% | +29.4% | -25.3% | -7.9% |
| 1Y | +20.5% | +34.2% | -13.8% | +4.8% |
| 3Y | +208.1% | +108.4% | +99.8% | +119.1% |
| 5Y | +110.4% | +147.3% | -36.8% | +37.0% |
| 10Y | +234.6% | +301.3% | -66.7% | +77.0% |
| All | +998.2% | +7,553.0% | -6,554.8% | +115.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling