+2,944.0%
CLS vs CCEP
+244.1%
+2,699.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.7% | +4.9% | +5.3% |
| 7D | +12.8% | -1.0% | +13.8% | +13.3% |
| 30D | +3.8% | -1.6% | +5.4% | +4.4% |
| 3M | -14.6% | +11.9% | -26.5% | -19.3% |
| 6M | +32.2% | +7.5% | +24.8% | +26.7% |
| YTD | +11.6% | +18.7% | -7.1% | +1.8% |
| 1Y | +35.1% | +21.4% | +13.6% | +20.7% |
| 3Y | +1,312.5% | +89.1% | +1,223.4% | +875.8% |
| 5Y | +3,542.1% | +108.7% | +3,433.3% | +2,245.4% |
| 10Y | +2,944.0% | +241.0% | +2,703.0% | +1,501.3% |
| All | +2,944.0% | +244.1% | +2,699.9% | +1,501.3% |
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