-21.7%
EXE vs CCEP
+32.6%
-54.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.3% | +2.3% |
| 7D | -2.2% | +5.4% | -7.6% | -1.4% |
| 30D | -0.3% | +12.8% | -13.1% | +1.5% |
| 3M | -9.3% | +10.9% | -20.2% | -7.9% |
| 6M | -7.2% | +25.6% | -32.9% | -4.4% |
| YTD | -18.9% | +31.0% | -49.9% | -16.1% |
| 1Y | -21.7% | +32.3% | -54.0% | -19.0% |
| All | -21.7% | +32.6% | -54.3% | -19.0% |
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