+732.7%
CLS vs CCEP
+109.7%
+623.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.3% |
| 7D | -22.2% | +2.6% | -24.7% | -21.6% |
| 30D | -44.4% | +15.1% | -59.5% | -43.0% |
| 3M | -34.3% | +7.3% | -41.6% | -33.0% |
| 6M | -50.1% | +23.4% | -73.5% | -48.5% |
| YTD | -30.1% | +29.4% | -59.5% | -27.1% |
| 1Y | -39.3% | +34.2% | -73.6% | -36.6% |
| 3Y | +732.7% | +108.4% | +624.4% | +727.2% |
| All | +732.7% | +109.7% | +623.0% | +727.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling