+779.7%
MSCI vs CCEP
+299.9%
+479.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.3% | +0.4% |
| 7D | +1.5% | +1.7% | -0.2% | +0.8% |
| 30D | +14.4% | +12.7% | +1.7% | +9.1% |
| 3M | +15.2% | +8.5% | +6.7% | +11.3% |
| 6M | +11.2% | +25.6% | -14.3% | +1.5% |
| YTD | +13.9% | +30.9% | -17.0% | +1.5% |
| 1Y | +12.5% | +32.0% | -19.5% | -0.1% |
| 3Y | +32.3% | +110.9% | -78.6% | -3.8% |
| 5Y | +4.9% | +138.5% | -133.6% | -28.4% |
| 10Y | +779.7% | +302.3% | +477.4% | +402.1% |
| All | +779.7% | +299.9% | +479.8% | +402.1% |
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