+19.5%
CCEP vs Q
+75.3%
-55.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.8% |
| 7D | -1.0% | +6.7% | -7.7% | -0.8% |
| 30D | -1.6% | -10.6% | +9.0% | -1.9% |
| 3M | +11.9% | -14.6% | +26.5% | +11.1% |
| 6M | +7.5% | +12.1% | -4.6% | +5.5% |
| YTD | +18.7% | +51.3% | -32.5% | +19.6% |
| All | +19.5% | +75.3% | -55.8% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling