+7,131.2%
CB vs CCEP
+8,112.2%
-981.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | +0.2% | +2.6% | -2.3% | -0.5% |
| 30D | +9.1% | +15.1% | -6.1% | +4.7% |
| 3M | +3.4% | +7.3% | -3.9% | +1.2% |
| 6M | +14.1% | +23.4% | -9.3% | +7.2% |
| YTD | +18.0% | +29.4% | -11.4% | +9.2% |
| 1Y | +30.1% | +34.2% | -4.1% | +19.1% |
| 3Y | +71.8% | +108.4% | -36.6% | +37.7% |
| 5Y | +101.8% | +147.3% | -45.4% | +52.4% |
| 10Y | +252.1% | +301.3% | -49.2% | +129.3% |
| All | +7,131.2% | +8,112.2% | -981.0% | +2,381.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling