+1,572.8%
CCEP vs QID
-100.0%
+1,672.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.8% | -3.2% |
| 7D | -3.1% | -0.6% | -2.4% | -3.2% |
| 30D | -2.6% | 0.0% | -2.6% | -2.6% |
| 3M | +14.9% | +3.7% | +11.2% | +16.7% |
| 6M | +2.3% | -29.9% | +32.1% | -7.0% |
| YTD | +17.8% | -28.8% | +46.6% | +7.8% |
| 1Y | +24.2% | -37.2% | +61.4% | +9.7% |
| 3Y | +84.7% | -73.7% | +158.4% | +30.6% |
| 5Y | +103.2% | -80.7% | +183.9% | +44.8% |
| 10Y | +257.4% | -99.1% | +356.5% | +6.2% |
| All | +1,572.8% | -100.0% | +1,672.8% | +86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling