+118.5%
EXPE vs CCEP
+299.9%
-181.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.8% |
| 7D | -13.3% | +1.7% | -15.0% | -14.1% |
| 30D | -5.5% | +12.7% | -18.2% | -12.0% |
| 3M | -16.5% | +8.5% | -25.0% | -20.4% |
| 6M | +13.1% | +25.6% | -12.5% | -1.5% |
| YTD | -8.0% | +30.9% | -38.9% | -23.4% |
| 1Y | +1.1% | +32.0% | -30.9% | -16.3% |
| 3Y | +131.2% | +110.9% | +20.2% | +36.5% |
| 5Y | +39.8% | +138.5% | -98.7% | -25.0% |
| 10Y | +118.5% | +302.3% | -183.9% | -9.8% |
| All | +118.5% | +299.9% | -181.5% | -9.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling