+92.2%
CNC vs CCEP
+236.5%
-144.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.4% |
| 7D | -3.9% | -5.7% | +1.9% | -2.1% |
| 30D | +0.8% | -3.4% | +4.2% | +1.9% |
| 3M | +0.1% | +5.5% | -5.4% | -1.7% |
| 6M | +79.7% | +2.2% | +77.4% | +77.6% |
| YTD | +58.9% | +14.6% | +44.3% | +51.0% |
| 1Y | +109.1% | +18.9% | +90.2% | +95.8% |
| 3Y | 0.0% | +82.6% | -82.6% | -20.0% |
| 5Y | +9.5% | +107.0% | -97.5% | -17.6% |
| All | +92.2% | +236.5% | -144.3% | +30.5% |
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