-25.3%
CCL vs CCEP
+23.2%
-48.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.1% | -1.8% |
| 7D | -0.1% | -1.0% | +0.8% | +0.4% |
| 30D | -20.0% | -1.6% | -18.4% | -19.2% |
| 3M | -13.7% | +11.9% | -25.5% | -19.9% |
| 6M | -9.0% | +7.5% | -16.5% | -14.6% |
| YTD | -22.8% | +18.7% | -41.5% | -28.0% |
| 1Y | -25.3% | +21.4% | -46.7% | -30.5% |
| All | -25.3% | +23.2% | -48.5% | -30.5% |
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