+83.7%
CDNS vs CCEP
+140.3%
-56.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.5% |
| 7D | +7.0% | -0.3% | +7.3% | +7.1% |
| 30D | -0.3% | +11.0% | -11.2% | -3.8% |
| 3M | +3.2% | +9.2% | -6.0% | -0.1% |
| 6M | -6.9% | +27.2% | -34.1% | -14.8% |
| YTD | +6.6% | +30.3% | -23.7% | -4.3% |
| 1Y | +5.6% | +28.7% | -23.0% | -4.8% |
| 3Y | +27.4% | +109.4% | -82.0% | -11.5% |
| 5Y | +83.7% | +144.1% | -60.4% | +15.3% |
| All | +83.7% | +140.3% | -56.6% | +15.3% |
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