+36.8%
CCEP vs CPAY
+59.0%
-22.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.0% | +0.9% | +3.5% |
| 7D | +4.2% | +5.7% | -1.5% | +3.6% |
| 30D | +14.2% | +4.2% | +10.0% | +13.6% |
| 3M | +9.1% | +5.6% | +3.6% | +8.5% |
| 6M | +26.9% | +34.7% | -7.8% | +22.9% |
| YTD | +29.1% | +39.1% | -10.0% | +23.2% |
| 1Y | +36.8% | +60.3% | -23.5% | +26.4% |
| All | +36.8% | +59.0% | -22.3% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 1y: compounded portfolio wealth divided by compounded CPAY 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…
1y analysis · Full analysis span regression · 6 months rolling