+30.3%
CLX vs CCEP
+336.4%
-306.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.4% |
| 7D | +8.5% | -0.3% | +8.8% | +8.6% |
| 30D | +30.0% | +11.0% | +19.0% | +28.0% |
| 3M | +3.8% | +9.2% | -5.4% | +2.4% |
| 6M | +24.6% | +27.2% | -2.6% | +20.4% |
| YTD | +12.8% | +30.3% | -17.5% | +8.7% |
| 1Y | +8.6% | +28.7% | -20.1% | +4.8% |
| 3Y | -8.6% | +109.4% | -118.1% | -16.0% |
| 5Y | -21.8% | +144.1% | -165.8% | -29.1% |
| All | +30.3% | +336.4% | -306.2% | +9.7% |
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