-21.3%
CDNS vs CCEP
+18.5%
-39.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.7% | -0.1% |
| 7D | -7.2% | -3.7% | -3.5% | -7.5% |
| 30D | -14.3% | -2.1% | -12.2% | -14.4% |
| 3M | -27.2% | +7.2% | -34.4% | -26.1% |
| 6M | -4.5% | +3.3% | -7.8% | -3.9% |
| YTD | -9.0% | +15.7% | -24.6% | -5.6% |
| 1Y | -21.3% | +16.6% | -37.9% | -17.4% |
| All | -21.3% | +18.5% | -39.8% | -17.4% |
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 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