+40.8%
ETSY vs CCEP
+113.9%
-73.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.3% |
| 7D | -1.0% | +2.1% | -3.1% | -1.8% |
| 30D | +7.3% | +10.6% | -3.3% | +3.6% |
| 3M | +10.3% | +10.3% | 0.0% | +6.7% |
| 6M | +55.1% | +31.1% | +24.0% | +42.3% |
| YTD | +60.5% | +32.1% | +28.4% | +44.3% |
| 1Y | +52.2% | +32.8% | +19.4% | +36.4% |
| 3Y | +40.8% | +111.3% | -70.5% | +25.7% |
| All | +40.8% | +113.9% | -73.1% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling