+139.8%
CNP vs CCEP
+299.9%
-160.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.1% |
| 7D | -4.3% | +1.7% | -6.0% | -5.0% |
| 30D | +5.7% | +12.7% | -7.0% | +0.8% |
| 3M | +0.9% | +8.5% | -7.6% | -2.5% |
| 6M | -1.1% | +25.6% | -26.6% | -10.0% |
| YTD | +8.3% | +30.9% | -22.7% | -3.6% |
| 1Y | +5.9% | +32.0% | -26.1% | -6.1% |
| 3Y | +64.6% | +110.9% | -46.3% | +19.0% |
| 5Y | +74.6% | +138.5% | -63.9% | +17.4% |
| 10Y | +139.8% | +302.3% | -162.5% | +34.8% |
| All | +139.8% | +299.9% | -160.1% | +34.8% |
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