+366.8%
CSCO vs CCEP
+244.1%
+122.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.3% |
| 7D | -0.5% | -1.0% | +0.5% | -0.2% |
| 30D | -10.1% | -1.6% | -8.5% | -9.8% |
| 3M | -11.7% | +11.9% | -23.6% | -15.2% |
| 6M | +40.1% | +7.5% | +32.6% | +35.9% |
| YTD | +43.8% | +18.7% | +25.1% | +34.5% |
| 1Y | +66.6% | +21.4% | +45.2% | +54.3% |
| 3Y | +108.5% | +89.1% | +19.4% | +62.9% |
| 5Y | +114.0% | +108.7% | +5.2% | +58.5% |
| 10Y | +366.8% | +241.0% | +125.9% | +191.1% |
| All | +366.8% | +244.1% | +122.8% | +191.1% |
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