-67.1%
ETSY vs CCEP
+105.2%
-172.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.3% | -0.8% |
| 7D | -12.9% | -3.7% | -9.2% | -11.0% |
| 30D | -11.5% | -2.1% | -9.4% | -10.3% |
| 3M | +3.5% | +7.2% | -3.6% | -0.6% |
| 6M | +27.6% | +3.3% | +24.3% | +24.4% |
| YTD | +28.4% | +15.7% | +12.7% | +15.4% |
| 1Y | +27.1% | +16.6% | +10.5% | +13.8% |
| 3Y | +6.0% | +84.3% | -78.2% | -32.4% |
| 5Y | -67.1% | +109.0% | -176.2% | -81.2% |
| All | -67.1% | +105.2% | -172.4% | -81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling