+1,199.9%
CDNS vs CCEP
+342.1%
+857.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -0.1% | +1.8% | -1.8% | -0.6% |
| 30D | -5.5% | +12.2% | -17.7% | -9.0% |
| 3M | +0.5% | +10.7% | -10.1% | -3.0% |
| 6M | -9.6% | +27.5% | -37.1% | -16.9% |
| YTD | +5.3% | +31.3% | -26.0% | -4.7% |
| 1Y | +3.4% | +29.9% | -26.5% | -6.2% |
| 3Y | +25.9% | +111.1% | -85.2% | -5.0% |
| 5Y | +85.8% | +142.3% | -56.6% | +31.9% |
| 10Y | +1,199.9% | +335.5% | +864.4% | +676.0% |
| All | +1,199.9% | +342.1% | +857.8% | +676.0% |
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