-17.1%
CPRT vs CCEP
+148.1%
-165.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | +6.0% | +2.6% | +3.5% | +5.0% |
| 30D | +20.0% | +15.1% | +4.9% | +13.2% |
| 3M | +10.1% | +7.3% | +2.9% | +6.8% |
| 6M | -4.3% | +23.4% | -27.7% | -12.5% |
| YTD | -18.4% | +29.4% | -47.8% | -27.4% |
| 1Y | -20.1% | +34.2% | -54.3% | -30.2% |
| 3Y | -30.4% | +108.4% | -138.8% | -52.3% |
| All | -17.1% | +148.1% | -165.2% | -50.2% |
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