+194.3%
ETSY vs CCEP
+388.6%
-194.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.2% |
| 7D | -3.5% | -0.3% | -3.2% | -3.4% |
| 30D | +11.4% | +11.0% | +0.4% | +7.3% |
| 3M | +10.9% | +9.2% | +1.7% | +7.5% |
| 6M | +53.5% | +27.2% | +26.3% | +40.6% |
| YTD | +59.3% | +30.3% | +29.0% | +43.2% |
| 1Y | +38.2% | +28.7% | +9.5% | +25.0% |
| 3Y | +39.6% | +109.4% | -69.8% | +5.2% |
| 5Y | -67.6% | +144.1% | -211.6% | -76.9% |
| 10Y | +653.3% | +332.0% | +321.3% | +364.9% |
| All | +194.3% | +388.6% | -194.3% | +83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling