+142.2%
CI vs CCEP
+299.9%
-157.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.3% |
| 7D | +0.1% | +1.7% | -1.5% | -0.5% |
| 30D | +4.7% | +12.7% | -8.0% | +0.2% |
| 3M | +5.2% | +8.5% | -3.3% | +2.1% |
| 6M | +3.8% | +25.6% | -21.8% | -4.7% |
| YTD | +9.2% | +30.9% | -21.7% | -1.8% |
| 1Y | +14.3% | +32.0% | -17.7% | +2.5% |
| 3Y | +8.4% | +110.9% | -102.5% | -19.5% |
| 5Y | +50.0% | +138.5% | -88.4% | +3.8% |
| 10Y | +142.2% | +302.3% | -160.1% | +43.6% |
| All | +142.2% | +299.9% | -157.7% | +43.6% |
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