+30.3%
CCEP vs Q
+66.4%
-36.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.3% | -7.3% | -0.6% |
| 7D | +2.6% | +0.3% | +2.3% | +2.6% |
| 30D | +15.1% | -9.8% | +24.9% | +14.8% |
| 3M | +7.3% | -12.2% | +19.5% | +7.0% |
| 6M | +23.4% | -21.6% | +45.0% | +22.3% |
| YTD | +29.4% | +43.6% | -14.1% | +30.2% |
| 1Y | +34.2% | +25.7% | +8.6% | +35.1% |
| All | +30.3% | +66.4% | -36.1% | +31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling