+108.4%
CCEP vs COO
-24.6%
+133.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.6% |
| 7D | -0.3% | -2.1% | +1.8% | +0.1% |
| 30D | +11.0% | +13.9% | -3.0% | +8.5% |
| 3M | +9.2% | -18.9% | +28.1% | +12.8% |
| 6M | +27.2% | +3.7% | +23.4% | +25.9% |
| YTD | +30.3% | -24.1% | +54.4% | +35.1% |
| 1Y | +28.7% | -14.2% | +42.9% | +30.7% |
| All | +108.4% | -24.6% | +133.0% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 3y: compounded portfolio wealth divided by compounded COO 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…
3y analysis · Full analysis span regression · 6 months rolling