+469.3%
NDAQ vs CCEP
+299.9%
+169.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +0.9% |
| 7D | -0.1% | +1.7% | -1.8% | -0.6% |
| 30D | +15.9% | +12.7% | +3.2% | +11.6% |
| 3M | +15.1% | +8.5% | +6.6% | +12.1% |
| 6M | +22.9% | +25.6% | -2.7% | +14.3% |
| YTD | +12.8% | +30.9% | -18.1% | +3.1% |
| 1Y | +26.0% | +32.0% | -6.0% | +14.8% |
| 3Y | +119.7% | +110.9% | +8.8% | +70.5% |
| 5Y | +65.4% | +138.5% | -73.1% | +21.2% |
| 10Y | +469.3% | +302.3% | +167.0% | +261.2% |
| All | +469.3% | +299.9% | +169.4% | +261.2% |
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