+108.7%
CCEP vs CLBK
+43.5%
+65.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -1.0% | +1.1% | -2.1% | -1.1% |
| 30D | -1.6% | +7.8% | -9.4% | -2.6% |
| 3M | +11.9% | +23.9% | -12.0% | +8.8% |
| 6M | +7.5% | +42.3% | -34.9% | +2.7% |
| YTD | +18.7% | +65.4% | -46.7% | +11.3% |
| 1Y | +21.4% | +70.3% | -48.9% | +13.3% |
| 3Y | +89.1% | +54.5% | +34.7% | +76.2% |
| 5Y | +108.7% | +43.1% | +65.6% | +83.2% |
| All | +108.7% | +43.5% | +65.2% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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