+416.1%
ETSY vs CCEP
+236.5%
+179.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | -12.7% | -5.7% | -7.0% | -10.8% |
| 30D | -9.9% | -3.4% | -6.5% | -8.7% |
| 3M | +4.2% | +5.5% | -1.3% | +2.0% |
| 6M | +34.2% | +2.2% | +32.0% | +32.4% |
| YTD | +29.1% | +14.6% | +14.5% | +21.3% |
| 1Y | +23.8% | +18.9% | +4.9% | +14.9% |
| 3Y | +6.6% | +82.6% | -76.0% | -16.6% |
| 5Y | -67.0% | +107.0% | -174.0% | -75.6% |
| All | +416.1% | +236.5% | +179.6% | +230.1% |
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