+386.7%
CPRT vs CCEP
+299.9%
+86.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.1% |
| 7D | +1.6% | +1.7% | 0.0% | +1.0% |
| 30D | +18.8% | +12.7% | +6.1% | +13.8% |
| 3M | +9.4% | +8.5% | +0.9% | +6.2% |
| 6M | -4.4% | +25.6% | -30.0% | -12.1% |
| YTD | -17.1% | +30.9% | -48.0% | -25.3% |
| 1Y | -19.9% | +32.0% | -51.9% | -28.1% |
| 3Y | -30.5% | +110.9% | -141.4% | -48.4% |
| 5Y | -15.9% | +138.5% | -154.4% | -41.2% |
| 10Y | +386.7% | +302.3% | +84.4% | +193.2% |
| All | +386.7% | +299.9% | +86.8% | +193.2% |
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 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