+1,095.7%
CCL vs CCEP
+7,642.7%
-6,547.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +3.7% |
| 7D | +3.1% | +1.7% | +1.4% | +2.4% |
| 30D | +17.5% | +12.7% | +4.8% | +11.8% |
| 3M | +6.8% | +8.5% | -1.7% | +3.1% |
| 6M | +18.7% | +25.6% | -6.8% | +7.8% |
| YTD | +3.0% | +30.9% | -27.9% | -7.9% |
| 1Y | +17.7% | +32.0% | -14.3% | +5.0% |
| 3Y | +155.6% | +110.9% | +44.7% | +85.3% |
| 5Y | +30.2% | +138.5% | -108.3% | -9.0% |
| 10Y | -28.5% | +302.3% | -330.8% | -56.5% |
| All | +1,095.7% | +7,642.7% | -6,547.0% | +187.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling