-63.2%
CSGP vs CCEP
+148.1%
-211.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.7% | -4.2% |
| 7D | +1.3% | +2.6% | -1.3% | +0.2% |
| 30D | +10.7% | +15.1% | -4.5% | +4.5% |
| 3M | +3.3% | +7.3% | -4.0% | +0.3% |
| 6M | -10.3% | +23.4% | -33.7% | -17.6% |
| YTD | -54.6% | +29.4% | -84.0% | -59.5% |
| 1Y | -54.6% | +34.2% | -88.9% | -60.2% |
| 3Y | -60.3% | +108.4% | -168.7% | -72.3% |
| All | -63.2% | +148.1% | -211.3% | -77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling