+8.5%
CRCL vs CCEP
+16.0%
-7.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.9% |
| 7D | -12.5% | -5.7% | -6.8% | -12.9% |
| 30D | +26.9% | -3.4% | +30.3% | +26.6% |
| 3M | +14.4% | +5.5% | +8.9% | +15.5% |
| 6M | -23.5% | +2.2% | -25.7% | -21.6% |
| YTD | +13.9% | +14.6% | -0.7% | +13.2% |
| 1Y | -20.6% | +18.9% | -39.5% | -22.9% |
| All | +8.5% | +16.0% | -7.5% | -0.5% |
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