+26.8%
IP vs CCEP
+299.9%
-273.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.2% | +1.7% | +2.4% |
| 7D | -3.0% | +1.7% | -4.7% | -3.7% |
| 30D | +10.6% | +12.7% | -2.1% | +4.9% |
| 3M | -13.6% | +8.5% | -22.1% | -16.8% |
| 6M | +10.4% | +25.6% | -15.1% | -0.4% |
| YTD | -6.5% | +30.9% | -37.4% | -17.3% |
| 1Y | -2.1% | +32.0% | -34.1% | -13.7% |
| 3Y | +22.0% | +110.9% | -88.9% | -13.8% |
| 5Y | -9.7% | +138.5% | -148.2% | -40.8% |
| 10Y | +26.8% | +302.3% | -275.5% | -29.9% |
| All | +26.8% | +299.9% | -273.1% | -29.9% |
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 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