-51.2%
CPNG vs CCEP
+105.2%
-156.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.2% | +1.3% |
| 7D | -7.6% | -3.7% | -3.9% | -5.5% |
| 30D | -8.8% | -2.1% | -6.7% | -7.8% |
| 3M | -7.2% | +7.2% | -14.4% | -11.9% |
| 6M | -21.5% | +3.3% | -24.8% | -24.0% |
| YTD | -37.4% | +15.7% | -53.1% | -44.4% |
| 1Y | -54.3% | +16.6% | -70.9% | -59.9% |
| 3Y | -20.3% | +84.3% | -104.6% | -53.9% |
| 5Y | -51.2% | +109.0% | -160.2% | -76.7% |
| All | -51.2% | +105.2% | -156.5% | -76.7% |
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