-23.8%
CLX vs CCEP
+23.2%
-47.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.9% |
| 7D | -3.5% | -1.0% | -2.6% | -3.1% |
| 30D | -11.9% | -1.6% | -10.3% | -11.2% |
| 3M | -2.6% | +11.9% | -14.5% | -9.0% |
| 6M | -18.2% | +7.5% | -25.6% | -22.3% |
| YTD | -5.9% | +18.7% | -24.6% | -14.7% |
| 1Y | -23.8% | +21.4% | -45.2% | -31.7% |
| All | -23.8% | +23.2% | -47.1% | -31.7% |
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 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