+194.3%
CDE vs CCEP
+105.7%
+88.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.7% |
| 7D | -6.1% | -5.7% | -0.3% | -3.4% |
| 30D | +9.5% | -3.4% | +12.9% | +11.0% |
| 3M | +32.0% | +5.5% | +26.5% | +27.7% |
| 6M | -12.8% | +2.2% | -15.0% | -14.4% |
| YTD | +14.2% | +14.6% | -0.4% | +5.6% |
| 1Y | +36.3% | +18.9% | +17.4% | +22.9% |
| 3Y | +821.4% | +82.6% | +738.8% | +547.4% |
| 5Y | +194.3% | +107.0% | +87.3% | +88.9% |
| All | +194.3% | +105.7% | +88.6% | +88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling