+121.2%
INTC vs CCEP
+342.1%
-220.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.3% | +7.2% | +7.4% |
| 7D | +7.3% | +1.8% | +5.5% | +6.5% |
| 30D | -38.3% | +12.2% | -50.5% | -41.5% |
| 3M | -36.0% | +10.7% | -46.7% | -39.3% |
| 6M | -51.7% | +27.5% | -79.2% | -57.2% |
| YTD | +69.4% | +31.3% | +38.0% | +48.0% |
| 1Y | +65.0% | +29.9% | +35.1% | +44.9% |
| 3Y | +63.0% | +111.1% | -48.1% | +13.7% |
| 5Y | +33.4% | +142.3% | -109.0% | -14.0% |
| 10Y | +121.2% | +335.5% | -214.3% | +19.2% |
| All | +121.2% | +342.1% | -220.9% | +19.2% |
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