+1,751.5%
CLS vs CCEP
+299.9%
+1,451.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.2% | +6.7% | +7.4% |
| 7D | -10.6% | +1.7% | -12.2% | -11.4% |
| 30D | -38.4% | +12.7% | -51.1% | -42.0% |
| 3M | -29.9% | +8.5% | -38.4% | -33.1% |
| 6M | -40.6% | +25.6% | -66.2% | -47.4% |
| YTD | -24.6% | +30.9% | -55.5% | -34.7% |
| 1Y | -30.8% | +32.0% | -62.8% | -40.5% |
| 3Y | +811.7% | +110.9% | +700.8% | +494.7% |
| 5Y | +1,838.4% | +138.5% | +1,700.0% | +1,062.4% |
| 10Y | +1,751.5% | +302.3% | +1,449.2% | +798.5% |
| All | +1,751.5% | +299.9% | +1,451.6% | +798.5% |
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