+2,271.9%
D vs CCEP
+6,869.6%
-4,597.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.1% |
| 7D | +1.5% | -3.1% | +4.5% | +2.0% |
| 30D | -2.6% | -2.6% | 0.0% | -2.2% |
| 3M | 0.0% | +14.9% | -14.9% | -2.5% |
| 6M | +7.4% | +2.3% | +5.1% | +6.7% |
| YTD | +15.9% | +17.8% | -2.0% | +12.4% |
| 1Y | +18.1% | +24.2% | -6.1% | +13.5% |
| 3Y | +58.4% | +84.7% | -26.3% | +42.0% |
| 5Y | +5.2% | +103.2% | -98.0% | -8.0% |
| 10Y | +35.9% | +257.4% | -221.5% | +7.0% |
| All | +2,271.9% | +6,869.6% | -4,597.7% | +1,141.9% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling