+150.9%
CI vs CCEP
+342.1%
-191.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.7% |
| 7D | -1.3% | +1.8% | -3.0% | -1.9% |
| 30D | +6.4% | +12.2% | -5.8% | +2.0% |
| 3M | +10.7% | +10.7% | 0.0% | +6.5% |
| 6M | +5.5% | +27.5% | -22.0% | -3.8% |
| YTD | +11.4% | +31.3% | -20.0% | 0.0% |
| 1Y | +15.0% | +29.9% | -14.9% | +3.6% |
| 3Y | +9.0% | +111.1% | -102.1% | -19.4% |
| 5Y | +52.0% | +142.3% | -90.4% | +4.0% |
| 10Y | +150.9% | +335.5% | -184.6% | +44.5% |
| All | +150.9% | +342.1% | -191.2% | +44.5% |
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