+62.0%
CVE vs CCEP
+28.8%
+33.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.4% |
| 7D | +4.6% | -0.3% | +4.9% | +4.5% |
| 30D | -12.0% | +11.0% | -23.0% | -8.6% |
| 3M | -3.8% | +9.2% | -13.0% | -0.7% |
| 6M | -2.7% | +27.2% | -29.9% | +5.6% |
| YTD | +73.6% | +30.3% | +43.3% | +76.6% |
| 1Y | +62.0% | +28.7% | +33.3% | +64.3% |
| All | +62.0% | +28.8% | +33.2% | +64.3% |
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