+60.7%
COP vs CCEP
+36.9%
+23.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.8% | -9.0% | -4.2% |
| 7D | -8.1% | +4.2% | -12.4% | -7.1% |
| 30D | +6.7% | +14.2% | -7.5% | +10.2% |
| 3M | +16.9% | +9.1% | +7.7% | +19.7% |
| 6M | +11.2% | +26.9% | -15.7% | +17.9% |
| YTD | +49.5% | +29.1% | +20.4% | +51.3% |
| 1Y | +60.7% | +36.8% | +23.9% | +61.0% |
| All | +60.7% | +36.9% | +23.8% | +61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling