+138.5%
CCEP vs QID
-76.4%
+214.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.8% | +8.0% | +0.2% |
| 7D | +1.7% | -0.8% | +2.4% | +1.7% |
| 30D | +12.7% | +20.1% | -7.4% | +16.0% |
| 3M | +8.5% | +11.8% | -3.3% | +10.5% |
| 6M | +25.6% | +5.5% | +20.0% | +27.0% |
| YTD | +30.9% | -21.5% | +52.5% | +26.2% |
| 1Y | +32.0% | -22.6% | +54.6% | +27.0% |
| 3Y | +110.9% | -72.3% | +183.2% | +67.3% |
| 5Y | +138.5% | -76.9% | +215.4% | +91.4% |
| All | +138.5% | -76.4% | +214.9% | +91.4% |
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