-2.6%
EXPE vs CCEP
+32.5%
-35.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.5% |
| 7D | -13.3% | +1.7% | -15.0% | -14.0% |
| 30D | -5.5% | +12.7% | -18.2% | -8.4% |
| 3M | -16.5% | +8.5% | -25.0% | -18.7% |
| 6M | +13.1% | +25.6% | -12.5% | +11.6% |
| YTD | -8.0% | +30.9% | -38.9% | -14.2% |
| All | -2.6% | +32.5% | -35.1% | -9.6% |
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