+7.1%
CRM vs CCEP
+24.3%
-17.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -2.3% |
| 7D | +1.3% | -3.1% | +4.3% | +0.9% |
| 30D | +34.3% | -2.6% | +36.9% | +33.9% |
| 3M | +37.7% | +14.9% | +22.8% | +42.4% |
| 6M | +34.9% | +2.3% | +32.7% | +36.7% |
| YTD | -1.6% | +17.8% | -19.5% | +1.6% |
| 1Y | +7.1% | +24.2% | -17.1% | +10.2% |
| All | +7.1% | +24.3% | -17.1% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling