-41.3%
CORZ vs CCEP
+36.9%
-78.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +3.8% | -14.2% | -8.2% |
| 7D | -14.9% | +4.2% | -19.2% | -12.6% |
| 30D | -23.1% | +14.2% | -37.3% | -18.3% |
| 3M | -44.1% | +9.1% | -53.2% | -41.2% |
| 6M | -39.5% | +26.9% | -66.4% | -33.6% |
| YTD | -12.4% | +29.1% | -41.4% | +2.3% |
| 1Y | -41.3% | +36.8% | -78.1% | -27.1% |
| All | -41.3% | +36.9% | -78.2% | -27.1% |
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