+230.1%
CCEP vs CPAY
+155.2%
+74.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -2.8% | -2.0% | -0.9% | -2.3% |
| 30D | -4.0% | -0.4% | -3.7% | -4.0% |
| 3M | +5.2% | +16.4% | -11.2% | +0.3% |
| 6M | +2.7% | +23.5% | -20.8% | -4.4% |
| YTD | +14.5% | +35.7% | -21.1% | +2.5% |
| 1Y | +17.2% | +30.2% | -13.0% | +5.8% |
| 3Y | +79.3% | +49.7% | +29.6% | +48.5% |
| 5Y | +106.8% | +56.6% | +50.2% | +64.3% |
| All | +230.1% | +155.2% | +74.9% | +140.2% |
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