+22.5%
CCI vs CCEP
+237.8%
-215.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.5% | -0.2% |
| 7D | -0.3% | -3.7% | +3.4% | +0.9% |
| 30D | +2.1% | -2.1% | +4.2% | +2.8% |
| 3M | -17.8% | +7.2% | -25.0% | -19.8% |
| 6M | -14.2% | +3.3% | -17.5% | -15.3% |
| YTD | -13.3% | +15.7% | -29.0% | -17.7% |
| 1Y | -16.6% | +16.6% | -33.2% | -21.1% |
| 3Y | -10.8% | +84.3% | -95.1% | -27.3% |
| 5Y | -50.3% | +109.0% | -159.3% | -61.7% |
| 10Y | +22.5% | +238.1% | -215.6% | -20.4% |
| All | +22.5% | +237.8% | -215.3% | -20.4% |
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