+27.8%
DOW vs CCEP
+18.5%
+9.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -1.4% |
| 7D | -6.0% | -3.7% | -2.3% | -7.1% |
| 30D | -2.7% | -2.1% | -0.7% | -3.3% |
| 3M | -10.5% | +7.2% | -17.6% | -8.2% |
| 6M | -12.4% | +3.3% | -15.7% | -9.5% |
| YTD | +30.0% | +15.7% | +14.3% | +33.4% |
| 1Y | +27.8% | +16.6% | +11.2% | +30.3% |
| All | +27.8% | +18.5% | +9.3% | +30.3% |
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