+51.6%
INTC vs CCEP
+111.2%
-59.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.1% | -2.1% |
| 7D | -4.0% | +5.4% | -9.4% | -3.8% |
| 30D | -44.5% | +12.8% | -57.2% | -44.8% |
| 3M | -40.4% | +10.9% | -51.3% | -40.6% |
| 6M | -53.5% | +25.6% | -79.1% | -55.4% |
| YTD | +57.5% | +31.0% | +26.5% | +49.2% |
| 1Y | +51.2% | +32.3% | +18.9% | +42.9% |
| 3Y | +51.6% | +110.5% | -58.9% | +36.5% |
| All | +51.6% | +111.2% | -59.6% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling