+251.7%
CB vs CCEP
+342.6%
-90.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.5% |
| 7D | +2.9% | +2.1% | +0.8% | +2.0% |
| 30D | +7.3% | +10.6% | -3.3% | +2.8% |
| 3M | +9.4% | +10.3% | -0.9% | +4.8% |
| 6M | +19.6% | +31.1% | -11.5% | +6.3% |
| YTD | +21.5% | +32.1% | -10.6% | +7.2% |
| 1Y | +28.0% | +32.8% | -4.8% | +12.7% |
| 3Y | +74.9% | +111.3% | -36.5% | +24.2% |
| 5Y | +108.1% | +147.5% | -39.4% | +34.8% |
| All | +251.7% | +342.6% | -90.9% | +93.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling