+241.0%
CCEP vs CPB
-45.7%
+286.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.0% | +0.4% |
| 7D | -1.0% | -8.2% | +7.2% | +0.5% |
| 30D | -1.6% | -5.6% | +4.0% | -0.7% |
| 3M | +11.9% | +3.0% | +8.9% | +11.1% |
| 6M | +7.5% | -12.7% | +20.2% | +9.6% |
| YTD | +18.7% | -18.0% | +36.7% | +22.1% |
| 1Y | +21.4% | -31.7% | +53.1% | +28.9% |
| 3Y | +89.1% | -41.0% | +130.1% | +104.5% |
| 5Y | +108.7% | -38.4% | +147.1% | +123.6% |
| 10Y | +241.0% | -45.0% | +285.9% | +258.4% |
| All | +241.0% | -45.7% | +286.6% | +258.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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