+270.0%
INTC vs CCEP
+237.8%
+32.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.7% |
| 7D | +18.0% | -3.7% | +21.7% | +19.6% |
| 30D | +8.9% | -2.1% | +11.0% | +9.5% |
| 3M | -1.6% | +7.2% | -8.7% | -5.3% |
| 6M | +133.1% | +3.3% | +129.8% | +127.3% |
| YTD | +187.9% | +15.7% | +172.2% | +167.2% |
| 1Y | +334.7% | +16.6% | +318.1% | +300.3% |
| 3Y | +184.2% | +84.3% | +99.9% | +111.6% |
| 5Y | +116.0% | +109.0% | +7.0% | +49.7% |
| 10Y | +270.0% | +238.1% | +31.8% | +112.6% |
| All | +270.0% | +237.8% | +32.2% | +112.6% |
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 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