+847.5%
MSCI vs CCEP
+342.6%
+504.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.8% |
| 7D | +3.0% | +2.1% | +0.9% | +2.2% |
| 30D | +17.8% | +10.6% | +7.2% | +13.2% |
| 3M | +15.2% | +10.3% | +4.9% | +10.6% |
| 6M | +16.5% | +31.1% | -14.6% | +4.4% |
| YTD | +16.4% | +32.1% | -15.8% | +3.2% |
| 1Y | +16.8% | +32.8% | -16.0% | +3.4% |
| 3Y | +35.8% | +111.3% | -75.6% | -1.6% |
| 5Y | +7.0% | +147.5% | -140.5% | -28.2% |
| All | +847.5% | +342.6% | +504.9% | +431.0% |
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