+3.4%
CNC vs CCEP
+105.2%
-101.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.1% |
| 7D | -4.9% | -3.7% | -1.2% | -4.0% |
| 30D | -3.8% | -2.1% | -1.7% | -3.2% |
| 3M | -3.2% | +7.2% | -10.4% | -5.0% |
| 6M | +47.9% | +3.3% | +44.6% | +46.2% |
| YTD | +55.7% | +15.7% | +40.0% | +49.1% |
| 1Y | +106.2% | +16.6% | +89.7% | +96.6% |
| 3Y | -2.1% | +84.3% | -86.3% | -19.6% |
| 5Y | +3.4% | +109.0% | -105.6% | -20.6% |
| All | +3.4% | +105.2% | -101.9% | -20.6% |
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 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