+10.3%
CNH vs CCEP
+85.5%
-75.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.2% | +5.0% |
| 7D | +23.3% | -3.1% | +26.3% | +24.3% |
| 30D | +33.5% | -2.6% | +36.1% | +34.4% |
| 3M | +32.7% | +14.9% | +17.8% | +26.3% |
| 6M | +22.2% | +2.3% | +19.9% | +20.0% |
| YTD | +57.7% | +17.8% | +39.8% | +49.7% |
| 1Y | +28.0% | +24.2% | +3.8% | +19.7% |
| All | +10.3% | +85.5% | -75.2% | -7.7% |
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