+76.3%
CL vs CCEP
+299.9%
-223.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.3% | +1.1% |
| 7D | +0.5% | +1.7% | -1.1% | 0.0% |
| 30D | +11.6% | +12.7% | -1.1% | +7.8% |
| 3M | +5.6% | +8.5% | -2.9% | +3.1% |
| 6M | +13.2% | +25.6% | -12.4% | +5.8% |
| YTD | +26.9% | +30.9% | -4.0% | +17.2% |
| 1Y | +27.3% | +32.0% | -4.6% | +17.4% |
| 3Y | +39.7% | +110.9% | -71.2% | +13.0% |
| 5Y | +41.3% | +138.5% | -97.1% | +9.3% |
| 10Y | +76.3% | +302.3% | -226.0% | +15.3% |
| All | +76.3% | +299.9% | -223.6% | +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 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