+48.4%
D vs CCEP
+342.1%
-293.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.5% |
| 7D | -2.4% | +1.8% | -4.2% | -2.9% |
| 30D | +9.0% | +12.2% | -3.2% | +5.4% |
| 3M | +1.0% | +10.7% | -9.7% | -2.1% |
| 6M | +11.0% | +27.5% | -16.5% | +3.1% |
| YTD | +19.8% | +31.3% | -11.6% | +9.9% |
| 1Y | +16.0% | +29.9% | -13.9% | +6.8% |
| 3Y | +74.4% | +111.1% | -36.7% | +38.6% |
| 5Y | +13.5% | +142.3% | -128.8% | -14.5% |
| 10Y | +48.4% | +335.5% | -287.1% | -2.9% |
| All | +48.4% | +342.1% | -293.7% | -2.9% |
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 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