+13.4%
CLF vs CCEP
+22.3%
-8.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.9% | +1.7% |
| 7D | +7.6% | -3.1% | +10.6% | +7.4% |
| 30D | -1.2% | -2.6% | +1.4% | -1.2% |
| 3M | -13.4% | +14.9% | -28.3% | -14.6% |
| 6M | +15.4% | +2.3% | +13.2% | +12.3% |
| YTD | -5.9% | +17.8% | -23.7% | -5.7% |
| All | +13.4% | +22.3% | -8.9% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling