+117.4%
COIN vs CCEP
+82.4%
+35.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -5.1% | -2.8% | -2.3% | -4.6% |
| 30D | +17.6% | -4.0% | +21.6% | +18.4% |
| 3M | +9.2% | +5.2% | +4.0% | +8.7% |
| 6M | -11.8% | +2.7% | -14.5% | -11.6% |
| YTD | -22.5% | +14.5% | -37.0% | -24.0% |
| 1Y | -45.9% | +17.2% | -63.1% | -47.3% |
| 3Y | +117.4% | +79.3% | +38.1% | +51.8% |
| All | +117.4% | +82.4% | +35.0% | +51.8% |
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 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