+1,034.6%
CDNS vs CCEP
+246.7%
+787.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.7% | -3.2% |
| 7D | -9.2% | -1.0% | -8.3% | -9.0% |
| 30D | -16.3% | -1.6% | -14.6% | -15.9% |
| 3M | -27.9% | +11.9% | -39.8% | -30.6% |
| 6M | -4.3% | +7.5% | -11.8% | -7.0% |
| YTD | -9.1% | +18.7% | -27.8% | -14.8% |
| 1Y | -21.2% | +21.4% | -42.6% | -26.9% |
| 3Y | +19.4% | +89.1% | -69.7% | -6.3% |
| 5Y | +71.6% | +108.7% | -37.1% | +28.2% |
| All | +1,034.6% | +246.7% | +787.9% | +619.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling