+3,214.7%
MAR vs CCEP
+1,039.0%
+2,175.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +1.0% | +1.8% | -0.7% | +0.4% |
| 30D | +16.2% | +12.2% | +4.0% | +11.4% |
| 3M | +23.1% | +10.7% | +12.4% | +18.4% |
| 6M | +22.0% | +27.5% | -5.5% | +11.3% |
| YTD | +39.2% | +31.3% | +7.8% | +25.4% |
| 1Y | +48.3% | +29.9% | +18.4% | +34.2% |
| 3Y | +123.4% | +111.1% | +12.3% | +67.3% |
| 5Y | +185.4% | +142.3% | +43.0% | +102.3% |
| 10Y | +539.2% | +335.5% | +203.7% | +268.6% |
| All | +3,214.7% | +1,039.0% | +2,175.7% | +1,004.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling