+148.2%
CCEP vs COO
-41.6%
+189.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.5% |
| 7D | +2.6% | +4.7% | -2.1% | +1.4% |
| 30D | +15.1% | +13.9% | +1.2% | +11.4% |
| 3M | +7.3% | -14.9% | +22.2% | +11.3% |
| 6M | +23.4% | +2.0% | +21.4% | +21.8% |
| YTD | +29.4% | -23.9% | +53.3% | +37.5% |
| 1Y | +34.2% | -9.6% | +43.9% | +36.0% |
| 3Y | +108.4% | -25.4% | +133.8% | +114.6% |
| All | +148.2% | -41.6% | +189.8% | +178.4% |
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