+498.6%
CAH vs CCEP
+140.3%
+358.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | +3.9% | -0.3% | +4.2% | +3.9% |
| 30D | +16.0% | +11.0% | +5.1% | +12.6% |
| 3M | +19.1% | +9.2% | +9.9% | +15.9% |
| 6M | +53.0% | +27.2% | +25.9% | +42.3% |
| YTD | +36.6% | +30.3% | +6.3% | +25.9% |
| 1Y | +37.4% | +28.7% | +8.7% | +27.1% |
| 3Y | +178.8% | +109.4% | +69.4% | +122.7% |
| 5Y | +498.6% | +144.1% | +354.5% | +351.2% |
| All | +498.6% | +140.3% | +358.3% | +351.2% |
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