+245.6%
CRH vs CCEP
+236.1%
+9.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | -6.1% | -2.8% | -3.2% | -4.7% |
| 30D | -9.3% | -4.0% | -5.2% | -7.6% |
| 3M | -15.2% | +5.2% | -20.4% | -17.7% |
| 6M | -14.2% | +2.7% | -16.9% | -15.8% |
| YTD | -28.3% | +14.5% | -42.8% | -33.6% |
| 1Y | -21.8% | +17.2% | -38.9% | -28.7% |
| 3Y | +71.6% | +79.3% | -7.7% | +23.0% |
| 5Y | +96.6% | +106.8% | -10.1% | +29.2% |
| All | +245.6% | +236.1% | +9.5% | +83.8% |
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