-22.6%
CLX vs CCEP
+147.2%
-169.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.7% |
| 7D | +9.5% | +2.1% | +7.4% | +8.7% |
| 30D | +30.7% | +10.6% | +20.1% | +26.1% |
| 3M | +4.2% | +10.3% | -6.1% | +0.6% |
| 6M | +22.1% | +31.1% | -9.0% | +11.1% |
| YTD | +14.1% | +32.1% | -18.0% | +3.6% |
| 1Y | +10.3% | +32.8% | -22.5% | 0.0% |
| 3Y | -7.8% | +111.3% | -119.1% | -27.3% |
| All | -22.6% | +147.2% | -169.8% | -40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling