+186.4%
COP vs CCEP
+105.1%
+81.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.7% |
| 7D | +3.0% | -3.1% | +6.1% | +3.4% |
| 30D | +17.5% | -2.6% | +20.1% | +17.8% |
| 3M | +13.4% | +14.9% | -1.6% | +11.0% |
| 6M | +17.7% | +2.3% | +15.5% | +17.3% |
| YTD | +46.6% | +17.8% | +28.7% | +41.9% |
| 1Y | +44.6% | +24.2% | +20.4% | +38.3% |
| 3Y | +20.7% | +84.7% | -64.0% | +6.0% |
| All | +186.4% | +105.1% | +81.3% | +153.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling