+238.1%
CCEP vs QID
-99.1%
+337.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.5% |
| 7D | -3.7% | -1.9% | -1.7% | -4.1% |
| 30D | -2.1% | +1.7% | -3.8% | -1.7% |
| 3M | +7.2% | -3.9% | +11.1% | +6.6% |
| 6M | +3.3% | -30.0% | +33.3% | -3.9% |
| YTD | +15.7% | -28.2% | +43.9% | +8.4% |
| 1Y | +16.6% | -35.6% | +52.2% | +6.6% |
| 3Y | +84.3% | -74.3% | +158.5% | +39.6% |
| 5Y | +109.0% | -80.8% | +189.8% | +60.4% |
| 10Y | +238.1% | -99.2% | +337.3% | +24.0% |
| All | +238.1% | -99.1% | +337.3% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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