+629.1%
CRS vs CCEP
+84.3%
+544.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.5% | +0.4% |
| 7D | -0.5% | -3.7% | +3.1% | 0.0% |
| 30D | -18.1% | -2.1% | -16.0% | -17.9% |
| 3M | -12.4% | +7.2% | -19.6% | -14.3% |
| 6M | +15.9% | +3.3% | +12.7% | +13.9% |
| YTD | +45.8% | +15.7% | +30.1% | +40.6% |
| 1Y | +87.8% | +16.6% | +71.2% | +80.2% |
| All | +629.1% | +84.3% | +544.8% | +486.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling