+1,298.7%
CRDO vs CCEP
+103.9%
+1,194.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.8% | +1.7% |
| 7D | -4.5% | -2.8% | -1.6% | -4.1% |
| 30D | -39.2% | -4.0% | -35.2% | -39.0% |
| 3M | -38.5% | +5.2% | -43.7% | -39.8% |
| 6M | +40.6% | +2.7% | +37.9% | +38.3% |
| YTD | +13.2% | +14.5% | -1.3% | +7.5% |
| 1Y | +2.3% | +17.2% | -14.9% | -4.2% |
| 3Y | +942.5% | +79.3% | +863.2% | +670.9% |
| All | +1,298.7% | +103.9% | +1,194.8% | +835.5% |
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