+69.3%
CCI vs CCEP
+342.6%
-273.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.8% |
| 7D | +2.5% | +2.1% | +0.4% | +1.8% |
| 30D | +14.4% | +10.6% | +3.8% | +10.7% |
| 3M | +21.7% | +10.3% | +11.4% | +17.7% |
| 6M | +4.0% | +31.1% | -27.1% | -5.0% |
| YTD | +6.2% | +32.1% | -25.9% | -3.5% |
| 1Y | +5.4% | +32.8% | -27.4% | -4.4% |
| 3Y | +11.7% | +111.3% | -99.6% | -12.9% |
| 5Y | -35.6% | +147.5% | -183.1% | -52.9% |
| All | +69.3% | +342.6% | -273.3% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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