+111.7%
INTC vs CCEP
+108.6%
+3.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.7% | +8.3% | +8.8% |
| 7D | +17.4% | -1.0% | +18.4% | +17.7% |
| 30D | +2.8% | -1.6% | +4.4% | +3.1% |
| 3M | -5.3% | +11.9% | -17.1% | -10.0% |
| 6M | +140.6% | +7.5% | +133.2% | +131.6% |
| YTD | +183.1% | +18.7% | +164.4% | +161.8% |
| 1Y | +326.8% | +21.4% | +305.4% | +289.4% |
| 3Y | +179.4% | +89.1% | +90.3% | +106.2% |
| 5Y | +111.7% | +108.7% | +3.0% | +47.9% |
| All | +111.7% | +108.6% | +3.2% | +47.9% |
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