+325.1%
COP vs CCEP
+244.1%
+81.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.2% | +0.3% |
| 7D | -0.8% | -1.0% | +0.1% | -0.5% |
| 30D | +15.6% | -1.6% | +17.2% | +16.2% |
| 3M | +14.3% | +11.9% | +2.5% | +8.6% |
| 6M | +17.0% | +7.5% | +9.5% | +12.2% |
| YTD | +47.4% | +18.7% | +28.7% | +34.8% |
| 1Y | +52.4% | +21.4% | +31.0% | +37.4% |
| 3Y | +20.8% | +89.1% | -68.3% | -13.3% |
| 5Y | +191.7% | +108.7% | +83.0% | +93.5% |
| 10Y | +325.1% | +241.0% | +84.1% | +138.3% |
| All | +325.1% | +244.1% | +81.0% | +138.3% |
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