+8,060.4%
CI vs CCEP
+7,646.6%
+413.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.5% | +2.5% |
| 7D | +2.6% | +5.4% | -2.8% | +1.1% |
| 30D | +7.3% | +12.8% | -5.4% | +3.7% |
| 3M | +9.5% | +10.9% | -1.4% | +6.3% |
| 6M | +6.4% | +25.6% | -19.2% | -0.4% |
| YTD | +12.0% | +31.0% | -19.0% | +3.2% |
| 1Y | +20.1% | +32.3% | -12.2% | +10.3% |
| 3Y | +9.6% | +110.5% | -100.9% | -12.5% |
| 5Y | +52.7% | +141.8% | -89.1% | +15.5% |
| 10Y | +150.3% | +341.1% | -190.9% | +56.7% |
| All | +8,060.4% | +7,646.6% | +413.8% | +2,300.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling