+144.1%
CCEP vs COO
-39.4%
+183.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -0.3% | -2.1% | +1.8% | +0.2% |
| 30D | +11.0% | +13.9% | -3.0% | +7.3% |
| 3M | +9.2% | -18.9% | +28.1% | +14.8% |
| 6M | +27.2% | +3.7% | +23.4% | +24.9% |
| YTD | +30.3% | -24.1% | +54.4% | +38.6% |
| 1Y | +28.7% | -14.2% | +42.9% | +32.2% |
| 3Y | +109.4% | -24.5% | +133.9% | +114.5% |
| 5Y | +144.1% | -40.4% | +184.5% | +172.1% |
| All | +144.1% | -39.4% | +183.5% | +172.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling