+298.3%
COP vs CCEP
+299.9%
-1.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.8% |
| 7D | -8.4% | +1.7% | -10.1% | -9.1% |
| 30D | +0.3% | +12.7% | -12.4% | -4.6% |
| 3M | +15.1% | +8.5% | +6.6% | +10.8% |
| 6M | +19.8% | +25.6% | -5.8% | +7.9% |
| YTD | +46.8% | +30.9% | +15.9% | +28.6% |
| 1Y | +59.7% | +32.0% | +27.8% | +39.3% |
| 3Y | +28.7% | +110.9% | -82.2% | -11.7% |
| 5Y | +110.7% | +138.5% | -27.8% | +31.6% |
| 10Y | +298.3% | +302.3% | -4.0% | +104.9% |
| All | +298.3% | +299.9% | -1.6% | +104.9% |
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