+32.3%
CCEP vs Q
+30.6%
+1.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | 0.0% |
| 7D | +5.4% | +4.0% | +1.4% | +5.7% |
| 30D | +12.8% | -2.3% | +15.1% | +12.9% |
| 3M | +10.9% | -7.9% | +18.8% | +10.9% |
| 6M | +25.6% | -16.0% | +41.6% | +24.8% |
| YTD | +31.0% | +51.7% | -20.7% | +31.3% |
| 1Y | +32.3% | +28.3% | +3.9% | +34.3% |
| All | +32.3% | +30.6% | +1.7% | +34.3% |
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