+64.7%
CCI vs CCEP
+315.0%
-250.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +3.2% | +5.4% | -2.2% | +1.5% |
| 30D | +12.2% | +12.8% | -0.6% | +7.8% |
| 3M | +23.1% | +10.9% | +12.3% | +18.9% |
| 6M | +1.3% | +25.6% | -24.4% | -6.2% |
| YTD | +4.5% | +31.0% | -26.5% | -4.8% |
| 1Y | +2.3% | +32.3% | -30.0% | -7.1% |
| 3Y | +9.8% | +110.5% | -100.7% | -14.2% |
| 5Y | -36.5% | +141.8% | -178.3% | -53.2% |
| 10Y | +64.7% | +341.1% | -276.5% | +2.7% |
| All | +64.7% | +315.0% | -250.3% | +2.7% |
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