+1,536.8%
CCEP vs A
+457.0%
+1,079.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | -3.1% | -1.9% | -1.1% | -2.7% |
| 30D | -2.6% | +6.9% | -9.5% | -3.8% |
| 3M | +14.9% | +9.2% | +5.7% | +12.9% |
| 6M | +2.3% | +25.7% | -23.4% | -2.3% |
| YTD | +17.8% | +11.5% | +6.3% | +14.7% |
| 1Y | +24.2% | +18.4% | +5.8% | +19.4% |
| 3Y | +84.7% | +26.6% | +58.1% | +73.3% |
| 5Y | +103.2% | -12.8% | +116.0% | +101.4% |
| 10Y | +257.4% | +247.2% | +10.2% | +182.7% |
| All | +1,536.8% | +457.0% | +1,079.8% | +980.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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