+101.0%
CB vs CCEP
+105.1%
-4.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -0.8% |
| 7D | +0.5% | -3.1% | +3.6% | +1.6% |
| 30D | -3.1% | -2.6% | -0.5% | -2.2% |
| 3M | +9.0% | +14.9% | -6.0% | +3.6% |
| 6M | +2.9% | +2.3% | +0.6% | +1.7% |
| YTD | +10.1% | +17.8% | -7.7% | +3.5% |
| 1Y | +22.8% | +24.2% | -1.4% | +13.0% |
| 3Y | +73.8% | +84.7% | -10.9% | +37.6% |
| All | +101.0% | +105.1% | -4.1% | +49.4% |
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 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