+302.3%
CCEP vs CPB
-39.9%
+342.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.3% | +1.4% |
| 7D | +1.7% | +3.3% | -1.6% | +1.1% |
| 30D | +12.7% | +19.0% | -6.3% | +9.2% |
| 3M | +8.5% | +0.4% | +8.1% | +8.1% |
| 6M | +25.6% | +13.0% | +12.6% | +22.4% |
| YTD | +30.9% | -12.7% | +43.7% | +32.9% |
| 1Y | +32.0% | -20.9% | +52.8% | +36.2% |
| 3Y | +110.9% | -35.4% | +146.3% | +124.0% |
| 5Y | +138.5% | -32.3% | +170.7% | +151.0% |
| 10Y | +302.3% | -40.5% | +342.9% | +286.3% |
| All | +302.3% | -39.9% | +342.3% | +286.3% |
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