+23.5%
INTC vs CCEP
+139.0%
-115.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.1% | -2.1% |
| 7D | -4.0% | +5.4% | -9.4% | -5.3% |
| 30D | -44.5% | +12.8% | -57.2% | -46.6% |
| 3M | -40.4% | +10.9% | -51.3% | -42.6% |
| 6M | -53.5% | +25.6% | -79.1% | -57.7% |
| YTD | +57.5% | +31.0% | +26.5% | +40.6% |
| 1Y | +51.2% | +32.3% | +18.9% | +34.4% |
| 3Y | +51.6% | +110.5% | -58.9% | +7.0% |
| 5Y | +23.5% | +141.8% | -118.3% | -19.9% |
| All | +23.5% | +139.0% | -115.5% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling