-65.3%
CSGP vs CCEP
+24.3%
-89.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.6% |
| 7D | -4.1% | -3.1% | -1.0% | -3.3% |
| 30D | +2.3% | -2.6% | +4.9% | +3.0% |
| 3M | -8.2% | +14.9% | -23.1% | -9.3% |
| 6M | -35.1% | +2.3% | -37.3% | -35.3% |
| YTD | -54.0% | +17.8% | -71.9% | -56.1% |
| 1Y | -65.3% | +24.2% | -89.5% | -66.9% |
| All | -65.3% | +24.3% | -89.6% | -66.9% |
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