+1,410.3%
IBKR vs CCEP
+1,385.7%
+24.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | +0.2% |
| 7D | +1.3% | -3.7% | +5.0% | +2.7% |
| 30D | -0.3% | -2.1% | +1.8% | +0.3% |
| 3M | +4.7% | +7.2% | -2.5% | +1.8% |
| 6M | +34.0% | +3.3% | +30.7% | +31.8% |
| YTD | +40.8% | +15.7% | +25.1% | +32.1% |
| 1Y | +45.7% | +16.6% | +29.2% | +35.8% |
| 3Y | +288.4% | +84.3% | +204.1% | +199.5% |
| 5Y | +487.2% | +109.0% | +378.1% | +324.1% |
| 10Y | +991.2% | +238.1% | +753.1% | +518.2% |
| All | +1,410.3% | +1,385.7% | +24.6% | +296.8% |
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 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