+8.9%
CAT vs CCEP
+36.9%
-28.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.8% | -9.1% | -4.6% |
| 7D | -17.1% | +4.2% | -21.4% | -16.5% |
| 30D | -30.1% | +14.2% | -44.3% | -29.1% |
| 3M | -32.4% | +9.1% | -41.5% | -31.5% |
| 6M | -32.1% | +26.9% | -59.0% | -33.6% |
| YTD | +4.1% | +29.1% | -25.0% | +5.8% |
| 1Y | +8.9% | +36.8% | -27.9% | +10.4% |
| All | +8.9% | +36.9% | -28.0% | +10.4% |
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