+343.1%
CCEP vs CPAY
+219.9%
+123.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.0% |
| 7D | +2.1% | +1.6% | +0.5% | +1.6% |
| 30D | +10.6% | +17.6% | -7.0% | +5.2% |
| 3M | +10.3% | +8.7% | +1.6% | +7.4% |
| 6M | +31.1% | +39.5% | -8.5% | +17.9% |
| YTD | +32.1% | +53.6% | -21.5% | +13.6% |
| 1Y | +32.8% | +63.3% | -30.4% | +11.7% |
| 3Y | +111.3% | +101.7% | +9.6% | +57.4% |
| 5Y | +147.5% | +91.4% | +56.1% | +83.8% |
| All | +343.1% | +219.9% | +123.2% | +213.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling