+81.2%
CCEP vs ITOT
+75.4%
+5.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.0% | -2.4% |
| 7D | -3.7% | -0.4% | -3.3% | -3.6% |
| 30D | -2.1% | -1.6% | -0.5% | -1.7% |
| 3M | +7.2% | +3.5% | +3.6% | +6.1% |
| 6M | +3.3% | +13.1% | -9.8% | -0.7% |
| YTD | +15.7% | +12.7% | +3.0% | +11.3% |
| 1Y | +16.6% | +18.3% | -1.7% | +10.3% |
| All | +81.2% | +75.4% | +5.7% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling