+5.6%
CDE vs CCEP
+36.9%
-31.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.8% | +4.9% | +8.2% |
| 7D | +1.1% | +4.2% | -3.1% | +0.5% |
| 30D | -14.5% | +14.2% | -28.6% | -16.4% |
| 3M | -10.1% | +9.1% | -19.2% | -11.5% |
| 6M | -16.9% | +26.9% | -43.7% | -22.4% |
| YTD | -18.1% | +29.1% | -47.2% | -14.6% |
| 1Y | +5.6% | +36.8% | -31.1% | +7.3% |
| All | +5.6% | +36.9% | -31.3% | +7.3% |
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