-32.0%
CLX vs CCEP
+85.5%
-117.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | 0.0% |
| 7D | -9.2% | -3.1% | -6.2% | -8.0% |
| 30D | -11.0% | -2.6% | -8.5% | -10.1% |
| 3M | +5.0% | +14.9% | -9.9% | -1.3% |
| 6M | -18.8% | +2.3% | -21.1% | -20.2% |
| YTD | -4.4% | +17.8% | -22.3% | -11.0% |
| 1Y | -21.9% | +24.2% | -46.1% | -28.6% |
| All | -32.0% | +85.5% | -117.5% | -49.2% |
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