+2,554.6%
CLX vs CCEP
+7,553.0%
-4,998.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.4% |
| 7D | +13.6% | +2.6% | +11.0% | +13.0% |
| 30D | +23.4% | +15.1% | +8.2% | +20.2% |
| 3M | -2.8% | +7.3% | -10.1% | -4.1% |
| 6M | +14.0% | +23.4% | -9.4% | +9.7% |
| YTD | +4.2% | +29.4% | -25.2% | -0.6% |
| 1Y | -1.2% | +34.2% | -35.4% | -6.3% |
| 3Y | -12.7% | +108.4% | -121.0% | -23.5% |
| 5Y | -26.5% | +147.3% | -173.7% | -37.9% |
| 10Y | +20.2% | +301.3% | -281.1% | -10.7% |
| All | +2,554.6% | +7,553.0% | -4,998.4% | +895.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling