+504.6%
CSX vs CCEP
+257.1%
+247.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +2.0% |
| 7D | -3.4% | -3.1% | -0.3% | -2.3% |
| 30D | -3.1% | -2.6% | -0.5% | -2.2% |
| 3M | +7.2% | +14.9% | -7.8% | +1.4% |
| 6M | +16.2% | +2.3% | +13.9% | +14.6% |
| YTD | +37.5% | +17.8% | +19.7% | +28.5% |
| 1Y | +53.2% | +24.2% | +29.0% | +40.0% |
| 3Y | +68.2% | +84.7% | -16.5% | +29.7% |
| 5Y | +65.2% | +103.2% | -38.0% | +20.7% |
| All | +504.6% | +257.1% | +247.5% | +259.0% |
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 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