+810.1%
CDE vs CCEP
+84.3%
+725.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.7% |
| 7D | -2.0% | -3.7% | +1.7% | -0.5% |
| 30D | +15.7% | -2.1% | +17.8% | +16.4% |
| 3M | +30.5% | +7.2% | +23.3% | +25.7% |
| 6M | -7.4% | +3.3% | -10.7% | -9.1% |
| YTD | +17.9% | +15.7% | +2.2% | +10.0% |
| 1Y | +46.7% | +16.6% | +30.2% | +35.7% |
| All | +810.1% | +84.3% | +725.8% | +538.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling