-16.6%
CCI vs CCEP
+18.5%
-35.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.5% | -0.3% |
| 7D | -0.3% | -3.7% | +3.4% | +0.8% |
| 30D | +2.1% | -2.1% | +4.2% | +2.8% |
| 3M | -17.8% | +7.2% | -25.0% | -19.6% |
| 6M | -14.2% | +3.3% | -17.5% | -15.3% |
| YTD | -13.3% | +15.7% | -29.0% | -16.3% |
| 1Y | -16.6% | +16.6% | -33.2% | -19.4% |
| All | -16.6% | +18.5% | -35.1% | -19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling