+49.3%
CI vs CCEP
+140.3%
-91.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.5% |
| 7D | -1.7% | -0.3% | -1.4% | -1.6% |
| 30D | +4.9% | +11.0% | -6.1% | +2.1% |
| 3M | +7.4% | +9.2% | -1.8% | +4.9% |
| 6M | +0.4% | +27.2% | -26.8% | -5.6% |
| YTD | +9.5% | +30.3% | -20.8% | +1.9% |
| 1Y | +12.0% | +28.7% | -16.7% | +4.6% |
| 3Y | +7.1% | +109.4% | -102.3% | -11.7% |
| 5Y | +49.3% | +144.1% | -94.8% | +18.1% |
| All | +49.3% | +140.3% | -91.0% | +18.1% |
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