+79.1%
META vs CCEP
+157.0%
-78.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.2% | -4.4% |
| 7D | -3.1% | +5.7% | -8.8% | -5.1% |
| 30D | -18.1% | +15.3% | -33.4% | -22.6% |
| 3M | +2.9% | +8.0% | -5.2% | -0.6% |
| 6M | +0.2% | +26.7% | -26.5% | -9.4% |
| YTD | -8.1% | +30.7% | -38.8% | -18.4% |
| 1Y | -4.5% | +36.5% | -41.1% | -17.0% |
| 3Y | +94.2% | +111.1% | -17.0% | +27.5% |
| 5Y | +79.1% | +149.7% | -70.6% | +3.6% |
| All | +79.1% | +157.0% | -78.0% | +3.6% |
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