+131.5%
CNP vs CCEP
+244.1%
-112.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.8% |
| 7D | +1.6% | -1.0% | +2.6% | +2.0% |
| 30D | -0.8% | -1.6% | +0.8% | -0.2% |
| 3M | -3.6% | +11.9% | -15.4% | -8.0% |
| 6M | -6.9% | +7.5% | -14.4% | -10.0% |
| YTD | +6.4% | +18.7% | -12.3% | -1.4% |
| 1Y | +9.9% | +21.4% | -11.5% | +0.8% |
| 3Y | +53.1% | +89.1% | -36.0% | +15.6% |
| 5Y | +72.0% | +108.7% | -36.8% | +22.0% |
| 10Y | +131.5% | +241.0% | -109.5% | +37.8% |
| All | +131.5% | +244.1% | -112.6% | +37.8% |
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