+69.4%
CVE vs CCEP
+34.9%
+34.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -2.3% |
| 7D | -14.1% | +5.7% | -19.8% | -12.4% |
| 30D | -11.6% | +15.3% | -26.9% | -7.7% |
| 3M | 0.0% | +8.0% | -8.0% | +2.7% |
| 6M | -8.4% | +26.7% | -35.1% | -1.7% |
| YTD | +65.9% | +30.7% | +35.2% | +67.6% |
| 1Y | +69.4% | +36.5% | +32.9% | +68.1% |
| All | +69.4% | +34.9% | +34.5% | +68.1% |
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 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