+108.7%
CCEP vs QID
-80.7%
+189.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.8% |
| 7D | -1.0% | -2.7% | +1.8% | -1.4% |
| 30D | -1.6% | +1.8% | -3.4% | -1.3% |
| 3M | +11.9% | -2.2% | +14.0% | +11.8% |
| 6M | +7.5% | -32.1% | +39.6% | +0.9% |
| YTD | +18.7% | -28.6% | +47.3% | +12.6% |
| 1Y | +21.4% | -36.3% | +57.7% | +12.9% |
| 3Y | +89.1% | -74.4% | +163.5% | +48.6% |
| 5Y | +108.7% | -80.8% | +189.5% | +60.9% |
| All | +108.7% | -80.7% | +189.4% | +60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling