+43.8%
D vs CCEP
+299.9%
-256.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.9% |
| 7D | +0.8% | +1.7% | -0.9% | +0.3% |
| 30D | +10.7% | +12.7% | -2.0% | +7.0% |
| 3M | +2.3% | +8.5% | -6.2% | -0.2% |
| 6M | +12.5% | +25.6% | -13.1% | +5.0% |
| YTD | +20.1% | +30.9% | -10.8% | +10.3% |
| 1Y | +15.6% | +32.0% | -16.4% | +5.9% |
| 3Y | +75.2% | +110.9% | -35.8% | +39.2% |
| 5Y | +14.6% | +138.5% | -123.9% | -13.3% |
| 10Y | +43.8% | +302.3% | -258.6% | -6.0% |
| All | +43.8% | +299.9% | -256.2% | -6.0% |
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