+8.9%
CRCL vs CCEP
+15.9%
-7.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -11.2% | -2.8% | -8.4% | -11.4% |
| 30D | +27.1% | -4.0% | +31.1% | +26.8% |
| 3M | +9.6% | +5.2% | +4.4% | +10.6% |
| 6M | -19.7% | +2.7% | -22.4% | -17.7% |
| YTD | +14.2% | +14.5% | -0.3% | +13.6% |
| 1Y | -32.2% | +17.2% | -49.4% | -33.4% |
| All | +8.9% | +15.9% | -7.0% | -0.2% |
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