+489.4%
NDAQ vs CCEP
+336.4%
+153.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | +1.7% | -0.3% | +2.0% | +1.8% |
| 30D | +16.2% | +11.0% | +5.3% | +12.5% |
| 3M | +14.0% | +9.2% | +4.8% | +10.7% |
| 6M | +22.3% | +27.2% | -4.9% | +13.2% |
| YTD | +13.0% | +30.3% | -17.3% | +3.3% |
| 1Y | +24.0% | +28.7% | -4.7% | +13.7% |
| 3Y | +117.1% | +109.4% | +7.7% | +68.3% |
| 5Y | +67.5% | +144.1% | -76.6% | +21.3% |
| All | +489.4% | +336.4% | +153.0% | +270.0% |
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