+38.7%
EXPE vs CCEP
+24.3%
+14.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -0.8% |
| 7D | -9.5% | -3.1% | -6.5% | -8.7% |
| 30D | -6.6% | -2.6% | -4.0% | -5.9% |
| 3M | +31.4% | +14.9% | +16.4% | +29.7% |
| 6M | +35.2% | +2.3% | +32.9% | +34.2% |
| YTD | +5.8% | +17.8% | -12.0% | -3.4% |
| 1Y | +38.7% | +24.2% | +14.5% | +23.3% |
| All | +38.7% | +24.3% | +14.4% | +23.3% |
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