+77.5%
O vs CCEP
+336.4%
-258.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | -0.4% | -0.3% | -0.1% | -0.3% |
| 30D | +8.3% | +11.0% | -2.7% | +3.7% |
| 3M | -4.0% | +9.2% | -13.2% | -7.5% |
| 6M | -2.6% | +27.2% | -29.8% | -12.1% |
| YTD | +9.9% | +30.3% | -20.4% | -2.1% |
| 1Y | +9.8% | +28.7% | -18.8% | -1.7% |
| 3Y | +39.7% | +109.4% | -69.7% | +0.7% |
| 5Y | +9.2% | +144.1% | -134.9% | -28.1% |
| All | +77.5% | +336.4% | -258.9% | -1.2% |
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