-13.1%
CAVA vs CCEP
+18.3%
-31.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | -8.0% | -2.8% | -5.2% | -6.6% |
| 30D | -19.6% | -4.0% | -15.5% | -17.9% |
| 3M | -36.7% | +5.2% | -41.9% | -38.0% |
| 6M | -30.6% | +2.7% | -33.3% | -32.1% |
| YTD | -4.8% | +14.5% | -19.3% | -8.0% |
| 1Y | -13.1% | +17.2% | -30.3% | -16.5% |
| All | -13.1% | +18.3% | -31.4% | -16.5% |
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 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